Gratus Wealth Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Gratus Wealth Advisors, LLC

$660 Billion
Q2 2025

A detailed history of Gratus Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 1,307,775 shares of IBDS stock, worth $31.7 Million. This represents 4.81% of its overall portfolio holdings.

Number of Shares

1,307,775

Previous 1,281,919 2.02%

Holding current value

$31.7 Million

Previous $31 Billion 2.4%

% of portfolio

4.81%

Previous 5.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$23.96 - $24.27 $619,509 - $627,525	25,856 Added 2.02%	1,307,775 $31.7 Billion
Q1 2025 May 06, 2025	BUY	$23.9 - $24.18 $877,106 - $887,381	36,699 Added 2.95%	1,281,919 $31 Billion
Q4 2024 Feb 13, 2025	BUY	$23.88 - $24.32 $843,178 - $858,714	35,309 Added 2.92%	1,245,220 $29.8 Billion
Q3 2024 Oct 08, 2024	BUY	$23.63 - $24.42 $1.36 Million - $1.4 Million	57,461 Added 4.99%	1,209,911 $29.2 Billion
Q2 2024 Jul 22, 2024	BUY	$23.48 - $23.77 $97,559 - $98,764	4,155 Added 0.36%	1,152,450 $27.5 Billion
Q1 2024 May 09, 2024	BUY	$23.67 - $24.03 $2.48 Million - $2.52 Million	104,839 Added 10.05%	1,148,295 $27 Billion
Q4 2023 May 09, 2024	BUY	$22.84 - $23.94 $23.8 Million - $25 Million	1,043,456 New	1,043,456 $25 Billion

Others Institutions Holding IBDS

# of Institutions

398

Shares Held

102M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
Sector ETFs
Industry ETFs

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Gratus Wealth Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History