Modern Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Modern Wealth Management, LLC

  • $3.08 Trillion
  • Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Modern Wealth Management, LLC holds 123,425 shares of IBDR stock, worth $2.93 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
123,425
Previous 102,206 20.76%
Holding current value
$2.93 Million
Previous $2.46 Billion 21.36%
% of portfolio
0.1%
Previous 0.09%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
N/A
21,219 Added 20.76%
123,425 $2.99 Billion
Q4 2024

May 30, 2025
SELL
N/A
-36,030 Reduced 29.19%
87,395 $2.08 Million
Q4 2024

May 29, 2025
SELL
N/A
-36,030 Reduced 29.19%
87,395 $2.08 Million
Q4 2024

Feb 11, 2025
BUY
N/A
74,965 Added 275.19%
102,206 $2.46 Billion
Q3 2024

May 30, 2025
SELL
$23.75 - $23.75 $2.28 Million - $2.28 Million
-96,184 Reduced 77.93%
27,241 $646,000
Q3 2024

May 29, 2025
SELL
$23.75 - $23.75 $2.28 Million - $2.28 Million
-96,184 Reduced 77.93%
27,241 $646,000
Q3 2024

Nov 05, 2024
BUY
$23.75 - $23.75 $646,973 - $646,973
27,241 New
27,241 $662 Million

Others Institutions Holding IBDR

# of Institutions
430
Shares Held
107M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

IBDR Quotes by TradingView
  • Ticker IBDR
  • Sector ETFs
  • Industry ETFs
More about IBDR
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email