Centric Wealth Management Ishares Tr Ibonds Dec 2028 Ter Transaction History
Centric Wealth Management
- $415 Million
- Q3 2025
A detailed history of Centric Wealth Management transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Centric Wealth Management holds 166,671 shares of IBDT stock, worth $4.24 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
166,671
Previous 159,691
4.37%
Holding current value
$4.24 Million
Previous $4.06 Million
4.78%
% of portfolio
1.03%
Previous 1.02%
Shares
5 transactions
Others Institutions Holding IBDT
# of Institutions
411Shares Held
95.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.14MShares$207 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.37MShares$111 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.42MShares$86.8 Million1.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.32MShares$84.3 Million0.14% of portfolio
-
Capital Advisors Inc3.21MShares$81.6 Million1.4% of portfolio