Gratus Wealth Advisors, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 1,233,106 shares of IBDT stock, worth $31.3 Million. This represents 4.75% of its overall portfolio holdings.

Number of Shares

1,233,106

Previous 1,211,904 1.75%

Holding current value

$31.3 Million

Previous $30.6 Billion 2.39%

% of portfolio

4.75%

Previous 5.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$24.94 - $25.42 $528,777 - $538,954	21,202 Added 1.75%	1,233,106 $31.3 Billion
Q1 2025 May 06, 2025	BUY	$24.79 - $25.26 $1.32 Million - $1.34 Million	53,088 Added 4.58%	1,211,904 $30.6 Billion
Q4 2024 Feb 13, 2025	BUY	$24.82 - $25.48 $806,426 - $827,870	32,491 Added 2.88%	1,158,816 $28.9 Billion
Q3 2024 Oct 08, 2024	BUY	$24.62 - $25.59 $1.2 Million - $1.24 Million	48,575 Added 4.51%	1,126,325 $28.4 Billion
Q2 2024 Jul 22, 2024	BUY	$24.4 - $24.86 $763,598 - $777,993	31,295 Added 2.99%	1,077,750 $26.9 Billion
Q1 2024 May 09, 2024	BUY	$24.69 - $25.14 $24.4 Million - $24.9 Million	989,168 Added 1726.69%	1,046,455 $25.6 Billion
Q4 2023 May 09, 2024	BUY	$23.63 - $25.1 $1.35 Million - $1.44 Million	57,287 New	57,287 $1.44 Billion

Others Institutions Holding IBDT

# of Institutions

379

Shares Held

85.6M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
Sector ETFs
Industry ETFs

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Gratus Wealth Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History