Centricity Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Centricity Wealth Management, LLC

  • $125 Billion
  • Q2 2025

A detailed history of Centricity Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 131,761 shares of IBDR stock, worth $3.13 Million. This represents 2.55% of its overall portfolio holdings.

Number of Shares
131,761
Previous 128,319 2.68%
Holding current value
$3.13 Million
Previous $3.11 Billion 2.85%
% of portfolio
2.55%
Previous 2.82%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
N/A
3,442 Added 2.68%
131,761 $3.2 Billion
Q1 2025

Apr 14, 2025
BUY
N/A
9,194 Added 7.72%
128,319 $3.11 Billion
Q4 2024

Feb 03, 2025
BUY
N/A
119,125 New
119,125 $2.87 Billion

Others Institutions Holding IBDR

# of Institutions
443
Shares Held
107M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

IBDR Quotes by TradingView
  • Ticker IBDR
  • Sector ETFs
  • Industry ETFs
More about IBDR
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