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

Modern Wealth Management, LLC

$3.04 Billion
Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Modern Wealth Management, LLC holds 123,480 shares of IBDR stock, worth $2.93 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

123,480

Previous 123,425 0.04%

Holding current value

$2.93 Million

Previous $2.99 Billion 99.9%

% of portfolio

0.1%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 30, 2025	BUY	N/A	55 Added 0.04%	123,480 $2.93 Million
Q1 2025 May 15, 2025	BUY	N/A	21,219 Added 20.76%	123,425 $2.99 Billion
Q4 2024 May 30, 2025	SELL	N/A	-36,030 Reduced 29.19%	87,395 $2.08 Million
Q4 2024 May 29, 2025	SELL	N/A	-36,030 Reduced 29.19%	87,395 $2.08 Million
Q4 2024 Feb 11, 2025	BUY	N/A	74,965 Added 275.19%	102,206 $2.46 Billion
Q3 2024 May 30, 2025	SELL	$23.75 - $23.75 $2.28 Million - $2.28 Million	-96,184 Reduced 77.93%	27,241 $646,000
Q3 2024 May 29, 2025	SELL	$23.75 - $23.75 $2.28 Million - $2.28 Million	-96,184 Reduced 77.93%	27,241 $646,000
Q3 2024 Nov 05, 2024	BUY	$23.75 - $23.75 $646,973 - $646,973	27,241 New	27,241 $662 Million

Others Institutions Holding IBDR

# of Institutions

430

Shares Held

110M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2026 TER

Ticker IBDR
Sector ETFs
Industry ETFs

More about IBDR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Account

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