Centric Wealth Management Ishares Tr Ibonds Dec 2026 Ter Transaction History
Centric Wealth Management
- $399 Million
- Q2 2025
A detailed history of Centric Wealth Management transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Centric Wealth Management holds 71,073 shares of IBDR stock, worth $1.69 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
71,073
Previous 66,893
6.25%
Holding current value
$1.69 Million
Previous $1.59 Million
6.23%
% of portfolio
0.42%
Previous 0.45%
Shares
9 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