A detailed history of Executive Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Executive Wealth Management, LLC holds 28,501 shares of IBDR stock, worth $676,898. This represents 0.14% of its overall portfolio holdings.

Number of Shares
28,501
Previous 28,501 -0.0%
Holding current value
$676,898
Previous $678,000 -0.0%
% of portfolio
0.14%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
$23.65 - $23.82 $324,407 - $326,738
13,717 Added 92.78%
28,501 $678,000
Q1 2024

May 13, 2024

BUY
$23.76 - $23.98 $351,267 - $354,520
14,784 New
14,784 $352,000

Others Institutions Holding IBDR

About ISHARES TR IBONDS DEC 2026 TER


  • Ticker IBDR
  • Sector ETFs
  • Industry ETFs
More about IBDR
Track This Portfolio

Track Executive Wealth Management, LLC Portfolio

Follow Executive Wealth Management, LLC 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 Executive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Executive Wealth Management, LLC with notifications on news.