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

Mbe Wealth Management, LLC

$170 Million
Q4 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

398

Shares Held

100M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

8.4M
Shares

$200 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.27M
Shares

$102 Million
0.03% of portfolio
Morgan Stanley New York, NY

3.97M
Shares

$94.3 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

2.9M
Shares

$68.9 Million
0.02% of portfolio
Envestnet Asset Management Inc

2.31M
Shares

$54.8 Million
0.02% of portfolio

About ISHARES TR IBONDS DEC 2026 TER

Ticker IBDR
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