Gratus Wealth Advisors, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Gratus Wealth Advisors, LLC
- $660 Billion
- Q2 2025
A detailed history of Gratus Wealth Advisors, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 1,262,358 shares of IBDQ stock, worth $31.7 Million. This represents 4.81% of its overall portfolio holdings.
Number of Shares
1,262,358
Previous 1,236,860
2.06%
Holding current value
$31.7 Million
Previous $31.1 Billion
2.18%
% of portfolio
4.81%
Previous 5.11%
Shares
7 transactions
Others Institutions Holding IBDQ
# of Institutions
433Shares Held
94.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.23MShares$182 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.79MShares$95.1 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.29MShares$82.6 Million1.48% of portfolio
-
Ubs Group Ag2.89MShares$72.7 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA2.64MShares$66.3 Million0.28% of portfolio