Fundamentun, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Fundamentun, LLC

$1.34 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 24, 2024	BUY	$23.15 - $23.9 $73,686 - $76,073	3,183 Added 33.44%	12,701 $303,000
Q3 2023 Oct 24, 2023	BUY	$23.28 - $23.6 $221,579 - $224,624	9,518 New	9,518 $222,000

Others Institutions Holding IBDR

# of Institutions

370

Shares Held

88.3M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

7.84M
Shares

$186 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.33M
Shares

$127 Million
0.03% of portfolio
Morgan Stanley New York, NY

3.59M
Shares

$85.2 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

3.02M
Shares

$71.7 Million
0.02% of portfolio
Envestnet Asset Management Inc

2.16M
Shares

$51.3 Million
0.02% of portfolio

About ISHARES TR IBONDS DEC 2026 TER

Ticker IBDR
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