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

Modern Wealth Management, LLC

$5.05 Trillion
Q3 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 183,683 shares of IBDR stock, worth $4.36 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

183,683

Previous 165,711 10.85%

Holding current value

$4.36 Million

Previous $3.94 Million 113330.78%

% of portfolio

0.09%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	N/A	17,972 Added 10.85%	183,683 $4.46 Billion
Q2 2025 Aug 14, 2025	BUY	N/A	42,231 Added 34.2%	165,711 $3.94 Million
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

464

Shares Held

107M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2026 TER

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