Ibex Wealth Advisors Ishares Tr Ibonds Dec 2028 Ter Transaction History
Ibex Wealth Advisors
- $902 Million
- Q2 2025
Shares
	  4 transactions
	
  Others Institutions Holding IBDT
# of Institutions
399Shares Held
98MCall Options Held
0Put Options Held
0- 
    
      Bank Of America Corp Charlotte, NC7.82MShares$199 Million0.01% of portfolio
- 
    
      Morgan Stanley New York, NY4.05MShares$103 Million0.01% of portfolio
- 
    
      Laurel Wealth Advisors LLC Charlotte, NC3.63MShares$92.8 Million2.05% of portfolio
- 
    
      Capital Investment Advisors, LLC3.42MShares$87.2 Million1.5% of portfolio
- 
    
      Capital Advisors Inc3.21MShares$82 Million1.4% of portfolio