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

Modern Wealth Management, LLC

$3.78 Billion
Q2 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 165,900 shares of IBDS stock, worth $4.04 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

165,900

Previous 123,725 34.09%

Holding current value

$4.04 Million

Previous $2.99 Million 34.6%

% of portfolio

0.11%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

421

Shares Held

109M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
Sector ETFs
Industry ETFs

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