Calton & Associates, Inc. Ishares Tr Ibonds Dec 2026 Ter Transaction History
Calton & Associates, Inc.
- $542 Million
- Q2 2025
A detailed history of Calton & Associates, Inc. transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Calton & Associates, Inc. holds 10,385 shares of IBDR stock, worth $246,643. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,385
Previous 11,686
11.13%
Holding current value
$246,643
Previous $277,000
11.19%
% of portfolio
0.05%
Previous 0.07%
Shares
3 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