Gratus Wealth Advisors, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History

Gratus Wealth Advisors, LLC

$710 Billion
Q3 2025

A detailed history of Gratus Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 1,381,528 shares of IBDU stock, worth $32.3 Million. This represents 4.56% of its overall portfolio holdings.

Number of Shares

1,381,528

Previous 1,344,114 2.78%

Holding current value

$32.3 Million

Previous $31.4 Billion 3.4%

% of portfolio

4.56%

Previous 4.75%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$23.13 - $23.54 $865,385 - $880,725	37,414 Added 2.78%	1,381,528 $32.4 Billion
Q2 2025 Jul 22, 2025	BUY	$22.7 - $23.33 $563,187 - $578,817	24,810 Added 1.88%	1,344,114 $31.4 Billion
Q1 2025 May 06, 2025	BUY	$22.61 - $23.14 $1.25 Million - $1.28 Million	55,130 Added 4.36%	1,319,304 $30.5 Billion
Q4 2024 Feb 13, 2025	BUY	$22.71 - $23.47 $28.3 Million - $29.2 Million	1,244,871 Added 6449.11%	1,264,174 $28.8 Billion
Q3 2024 Oct 08, 2024	BUY	$22.51 - $23.57 $30,951 - $32,408	1,375 Added 7.67%	19,303 $447 Million

Q2 2024 Jul 22, 2024	SELL	$22.29 - $22.77 $52,582 - $53,714	-2,359 Reduced 11.63%	17,928 $410 Million
Q1 2024 May 09, 2024	BUY	$22.61 - $23.1 $56,502 - $57,726	2,499 Added 14.05%	20,287 $453 Million
Q4 2023 May 09, 2024	BUY	$21.44 - $23.11 $381,374 - $411,080	17,788 New	17,788 $410 Million

Others Institutions Holding IBDU

# of Institutions

347

Shares Held

102M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2029 TER

Ticker IBDU
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Gratus Wealth Advisors, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History