Avion Wealth Ishares Tr Ibonds Dec 2028 Ter Transaction History

Avion Wealth

$439 Million
Q2 2025

A detailed history of Avion Wealth transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Avion Wealth holds 185 shares of IBDT stock, worth $4,710. This represents 0.0% of its overall portfolio holdings.

Number of Shares

185

Holding current value

$4,710

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 30, 2025	BUY	$24.94 - $25.42 $4,613 - $4,702	185 New	185 $4,000

Others Institutions Holding IBDT

# of Institutions

389

Shares Held

92.6M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

7.82M
Shares

$199 Million
0.01% of portfolio
Morgan Stanley New York, NY

4.05M
Shares

$103 Million
0.01% of portfolio
Laurel Wealth Advisors LLC Charlotte, NC

3.63M
Shares

$92.5 Million
2.05% of portfolio
Capital Investment Advisors, LLC

3.22M
Shares

$81.9 Million
1.53% of portfolio
Capital Advisors Inc

3.06M
Shares

$78 Million
1.44% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
Sector ETFs
Industry ETFs

More about IBDT

Track This Portfolio

Portfolio Update

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

News

Stay updated on Avion Wealth with notifications on news.

Account