Centric Wealth Management Ishares Tr Ibonds Dec 2026 Ter Transaction History

Centric Wealth Management

$357 Million
Q1 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 66,893 shares of IBDR stock, worth $1.59 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

66,893

Previous 63,363 5.57%

Holding current value

$1.59 Million

Previous $1.5 Million 5.59%

% of portfolio

0.45%

Previous 0.43%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	N/A	3,530 Added 5.57%	66,893 $1.59 Million
Q4 2024 Feb 12, 2025	BUY	N/A	63,363 New	63,363 $1.5 Million
Q4 2023 Feb 06, 2024	SELL	$23.15 - $23.9 $8,843 - $9,129	-382 Reduced 0.5%	76,772 $1.83 Million
Q3 2023 Nov 03, 2023	BUY	$23.28 - $23.6 $23,536 - $23,859	1,011 Added 1.33%	77,154 $1.8 Million
Q2 2023 Aug 14, 2023	BUY	$23.42 - $23.83 $59,767 - $60,814	2,552 Added 3.47%	76,143 $1.79 Million
Q1 2023 May 01, 2023	BUY	$23.14 - $23.86 $825,612 - $851,300	35,679 Added 94.11%	73,591 $1.75 Million
Q4 2022 Jan 04, 2023	SELL	$22.9 - $23.61 $2.98 Million - $3.08 Million	-130,252 Reduced 77.46%	37,912 $0
Q3 2022 Oct 05, 2022	BUY	$23.21 - $24.34 $3.9 Million - $4.09 Million	168,164 New	168,164 $3.89 Million

Others Institutions Holding IBDR

# of Institutions

430

Shares Held

107M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2026 TER

Ticker IBDR
Sector ETFs
Industry ETFs

More about IBDR

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Centric Wealth Management Ishares Tr Ibonds Dec 2026 Ter Transaction History