Clearstead Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Clearstead Advisors, LLC

$7.4 Billion
Q3 2025

A detailed history of Clearstead Advisors, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Clearstead Advisors, LLC holds 913,028 shares of IBMQ stock, worth $23.3 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

913,028

Previous 891,719 2.39%

Holding current value

$23.3 Million

Previous $22.7 Million 3.32%

% of portfolio

0.32%

Previous 0.33%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$25.37 - $25.79 $540,609 - $549,559	21,309 Added 2.39%	913,028 $23.4 Million
Q2 2025 Aug 08, 2025	BUY	$24.88 - $25.41 $728,013 - $743,522	29,261 Added 3.39%	891,719 $22.7 Million
Q1 2025 May 13, 2025	SELL	$25.08 - $25.39 $396,439 - $401,339	-15,807 Reduced 1.8%	862,458 $21.8 Million
Q4 2024 Feb 10, 2025	BUY	$25.06 - $25.59 $1.5 Million - $1.53 Million	59,894 Added 7.32%	878,265 $22.1 Million
Q3 2024 Nov 13, 2024	BUY	$24.91 - $25.63 $468,308 - $481,844	18,800 Added 2.35%	818,371 $21 Million
Q2 2024 Aug 09, 2024	BUY	$24.81 - $25.19 $19.8 Million - $20.1 Million	799,571 New	799,571 $20 Million

Others Institutions Holding IBMQ

# of Institutions

179

Shares Held

18.5M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2028 TER

Ticker IBMQ
Sector ETFs
Industry ETFs

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Clearstead Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History