Gratus Wealth Advisors, LLC Ishares Ibonds Dec 2025 Term C Transaction History

Gratus Wealth Advisors, LLC

$609 Billion
Q1 2025

A detailed history of Gratus Wealth Advisors, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 1,236,860 shares of IBDQ stock, worth $31.1 Million. This represents 5.11% of its overall portfolio holdings.

Number of Shares

1,236,860

Previous 1,194,657 3.53%

Holding current value

$31.1 Million

Previous $29.9 Billion 3.95%

% of portfolio

5.11%

Previous 4.79%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$25.05 - $25.16 $1.06 Million - $1.06 Million	42,203 Added 3.53%	1,236,860 $31.1 Billion
Q4 2024 Feb 13, 2025	BUY	$25.0 - $25.11 $829,075 - $832,722	33,163 Added 2.86%	1,194,657 $29.9 Billion
Q3 2024 Oct 08, 2024	BUY	$24.78 - $25.11 $1.35 Million - $1.37 Million	54,497 Added 4.92%	1,161,494 $29.1 Billion
Q2 2024 Jul 22, 2024	BUY	$24.69 - $24.86 $749,859 - $755,023	30,371 Added 2.82%	1,106,997 $27.5 Billion
Q1 2024 May 09, 2024	BUY	$24.7 - $24.84 $2.16 Million - $2.17 Million	87,412 Added 8.84%	1,076,626 $26.6 Billion
Q4 2023 May 09, 2024	BUY	$24.29 - $24.76 $24 Million - $24.5 Million	989,214 New	989,214 $24.5 Billion

Others Institutions Holding IBDQ

# of Institutions

434

Shares Held

102M

Call Options Held

Put Options Held

View Full List

About ISHARES IBONDS DEC 2025 TERM C

Ticker IBDQ
Sector ETFs
Industry ETFs

More about IBDQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gratus Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gratus Wealth Advisors, LLC with notifications on news.

Account

Gratus Wealth Advisors, LLC Ishares Ibonds Dec 2025 Term C Transaction History