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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025

SELL
N/A
-1,301 Reduced 11.13%
10,385 $246,000
Q1 2025

May 15, 2025

SELL
N/A
-10,915 Reduced 48.29%
11,686 $277,000
Q1 2025

May 05, 2025

BUY
N/A
22,601 New
22,601 $536,000

Others Institutions Holding IBDR

About ISHARES TR IBONDS DEC 2026 TER


  • Ticker IBDR
  • Sector ETFs
  • Industry ETFs
More about IBDR
Track This Portfolio

Track Calton & Associates, Inc. Portfolio

Follow Calton & Associates, Inc. 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 Calton & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Calton & Associates, Inc. with notifications on news.