Caliber Wealth Management, LLC / Ks Ishares Tr Ibonds Dec 2026 Ter Transaction History
Caliber Wealth Management, LLC / Ks
- $930 Billion
- Q2 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 8,396 shares of IBDR stock, worth $199,405. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,396
Previous 8,406
0.12%
Holding current value
$199,405
Previous $204 Million
0.05%
% of portfolio
0.02%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding IBDR
# of Institutions
457Shares Held
114MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.97MShares$213 Million0.02% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC6.01MShares$143 Million3.56% of portfolio
-
Morgan Stanley New York, NY4.27MShares$101 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.14MShares$74.5 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.91MShares$69.1 Million0.02% of portfolio