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Ishares Tr ibonds etf shares owned by Straight Path Wealth Management

Quarter-by-quarter ownership of Ishares Tr ibonds etf (IBDS) shares owned by Straight Path Wealth Management from 13F filings

Historical chart of Straight Path Wealth Management investment in Ishares Tr ibonds etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr ibonds etf held by Straight Path Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr ibonds etf by Straight Path Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $325k 14k 23.80
2023-12-31 $327k 14k 23.93

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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
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View all positions for Straight Path Wealth Management

Top funds holding Ishares Tr ibonds etf

Bank of America Corporation
Capital Advisors
Capital Investment Advisors
UBS Group
Royal Bank of Canada
Miracle Mile Advisors
Raymond James Financial Services Advisors
Mercer Global Advisors
Woodmont Investment Counsel
Klingman & Associates
Wells Fargo & Company
Branch Banking & Trust Company
Sigma Investment Counselors
HighTower Advisors
Kathmere Capital Management

View all funds holding Ishares Tr ibonds etf