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Ishares Ibonds Dec 2028 Term T shares owned by Straight Path Wealth Management

Quarter-by-quarter ownership of Ishares Ibonds Dec 2028 Term T (IBTI) shares owned by Straight Path Wealth Management from 13F filings

Historical chart of Straight Path Wealth Management investment in Ishares Ibonds Dec 2028 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2028 Term T 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 Ibonds Dec 2028 Term T by Straight Path Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $552k 25k 22.39
2025-06-30 $498k 22k 22.36
2025-03-31 $467k 21k 22.25
2024-12-31 $465k 21k 21.90

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Dimensional Etf Trust Global Core Plus (DFGP)
Ishares Tr Msci Usa Mmentm (MTUM)
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Byrna Technologies Com New (BYRN)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Dimensional Etf Trust Us Real Estate E (DFAR)

View all positions for Straight Path Wealth Management

Top funds holding Ishares Ibonds Dec 2028 Term T

Morgan Stanley
Colony
Wells Fargo & Company
Raymond James Financial
Mercer Global Advisors
Asset Advisors Investment Management
Stratos Wealth Partners
Atwood & Palmer
UBS Group
Envestnet Asset Management
Horizon Advisory Services
Financial Advisory Corp
Journey Advisory Group
United Capital Financial Advisers
Vista Private Wealth Partners

View all funds holding Ishares Ibonds Dec 2028 Term T