Mbe Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Mbe Wealth Management, LLC

$175 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 14, 2020	SELL	$24.19 - $26.75 $150,873 - $166,839	-6,237 Closed	0 $0
Q1 2020 May 07, 2020	BUY	$22.21 - $26.46 $138,523 - $165,031	6,237 New	6,237 $153,000

Others Institutions Holding IBDR

# of Institutions

373

Shares Held

89.1M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

7.84M
Shares

$186 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.33M
Shares

$127 Million
0.03% of portfolio
Morgan Stanley New York, NY

3.59M
Shares

$85.2 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

3.02M
Shares

$71.7 Million
0.02% of portfolio
Envestnet Asset Management Inc

2.16M
Shares

$51.3 Million
0.02% of portfolio

About ISHARES TR IBONDS DEC 2026 TER

Ticker IBDR
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