Modern Wealth Management, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Modern Wealth Management, LLC holds 183,243 shares of IBDS stock, worth $4.45 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

183,243

Previous 165,900 10.45%

Holding current value

$4.45 Million

Previous $4.03 Million 110683.41%

% of portfolio

0.09%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$24.14 - $24.34 $418,660 - $422,128	17,343 Added 10.45%	183,243 $4.46 Billion
Q2 2025 Aug 14, 2025	BUY	$23.96 - $24.27 $1.01 Million - $1.02 Million	42,175 Added 34.09%	165,900 $4.03 Million
Q1 2025 May 30, 2025	BUY	$23.9 - $24.18 $1,314 - $1,329	55 Added 0.04%	123,725 $2.99 Million
Q1 2025 May 15, 2025	BUY	$23.9 - $24.18 $508,687 - $514,647	21,284 Added 20.79%	123,670 $2.99 Billion
Q4 2024 May 30, 2025	SELL	$23.88 - $24.32 $863,644 - $879,557	-36,166 Reduced 29.24%	87,504 $2.1 Million

Q4 2024 May 29, 2025	SELL	$23.88 - $24.32 $863,644 - $879,557	-36,166 Reduced 29.24%	87,504 $2.1 Million
Q4 2024 Feb 11, 2025	BUY	$23.88 - $24.32 $2.44 Million - $2.49 Million	102,386 New	102,386 $2.46 Billion

Others Institutions Holding IBDS

# of Institutions

436

Shares Held

112M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
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Modern Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History