A detailed history of Calton & Associates, Inc. transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Calton & Associates, Inc. holds 10,796 shares of IBDS stock, worth $260,723. This represents 0.06% of its overall portfolio holdings.

Number of Shares
10,796
Previous 963 1021.08%
Holding current value
$260,723
Previous $23,000 1034.78%
% of portfolio
0.06%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025

BUY
$23.9 - $24.18 $235,008 - $237,761
9,833 Added 1021.08%
10,796 $261,000
Q1 2025

May 05, 2025

BUY
$23.9 - $24.18 $23,015 - $23,285
963 New
963 $23,000

Others Institutions Holding IBDS

About ISHARES TR IBONDS DEC 2027 TER


  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
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.