Paradigm, Strategies In Wealth Management, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Paradigm, Strategies In Wealth Management, LLC
- $147 Million
- Q3 2025
A detailed history of Paradigm, Strategies In Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Paradigm, Strategies In Wealth Management, LLC holds 75,157 shares of IBDU stock, worth $1.76 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
75,157
Previous 75,000
0.21%
Holding current value
$1.76 Million
Previous $1.75 Million
0.8%
% of portfolio
1.2%
Previous 1.21%
Shares
9 transactions
Others Institutions Holding IBDU
# of Institutions
347Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.81MShares$159 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC5.44MShares$127 Million1.0% of portfolio
-
Morgan Stanley New York, NY5.1MShares$119 Million0.01% of portfolio
-
Capital Advisors Inc4.67MShares$109 Million1.87% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.54MShares$82.6 Million0.14% of portfolio