Mosaic Family Wealth Partners, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Mosaic Family Wealth Partners, LLC

  • $785 Billion
  • Q2 2025

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 45,104 shares of IBDR stock, worth $1.07 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
45,104
Previous 30,399 48.37%
Holding current value
$1.07 Million
Previous $736 Million 48.62%
% of portfolio
0.14%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
N/A
14,705 Added 48.37%
45,104 $1.09 Billion
Q1 2025

May 02, 2025
BUY
N/A
7,831 Added 34.7%
30,399 $736 Million
Q4 2024

Feb 14, 2025
BUY
N/A
13,273 Added 142.8%
22,568 $543 Million
Q3 2024

Nov 13, 2024
BUY
$23.75 - $23.75 $220,756 - $220,756
9,295 New
9,295 $226 Million

Others Institutions Holding IBDR

# of Institutions
457
Shares Held
114M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

IBDR Quotes by TradingView
  • Ticker IBDR
  • Sector ETFs
  • Industry ETFs
More about IBDR
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