Centric Wealth Management Ishares Tr Ibonds Dec 2026 Ter Transaction History
Centric Wealth Management
- $415 Million
- Q3 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 73,956 shares of IBDR stock, worth $1.76 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
73,956
Previous 71,073
4.06%
Holding current value
$1.76 Million
Previous $1.69 Million
4.09%
% of portfolio
0.42%
Previous 0.42%
Shares
10 transactions
Others Institutions Holding IBDR
# of Institutions
464Shares Held
107MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.23MShares$219 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.71MShares$88.1 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.59MShares$85.3 Million0.27% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.58MShares$85 Million0.14% of portfolio
-
Hm Payson & CO Portland, ME3.56MShares$84.5 Million1.25% of portfolio