Elevate Wealth Advisory, Inc Ishares Ibonds Dec 2025 Term C Transaction History

Elevate Wealth Advisory, Inc

  • $141 Billion
  • Q2 2025

A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 6,709 shares of IBDQ stock, worth $168,530. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,709
Previous 3,925 70.93%
Holding current value
$168,530
Previous $98.7 Million 71.13%
% of portfolio
0.12%
Previous 0.07%

Shares

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

Jul 23, 2025
BUY
$25.04 - $25.18 $69,711 - $70,101
2,784 Added 70.93%
6,709 $169 Million
Q3 2024

Nov 13, 2024
BUY
$24.78 - $25.11 $97,261 - $98,556
3,925 New
3,925 $98.5 Million

Others Institutions Holding IBDQ

# of Institutions
437
Shares Held
95.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS DEC 2025 TERM C

IBDQ Quotes by TradingView
  • Ticker IBDQ
  • Sector ETFs
  • Industry ETFs
More about IBDQ
Track This Portfolio

Track Elevate Wealth Advisory, Inc Portfolio

Follow Elevate Wealth Advisory, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elevate Wealth Advisory, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Elevate Wealth Advisory, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email