Peloton Wealth Strategists Ishares Tr Ibonds Dec 2026 Ter Transaction History
Peloton Wealth Strategists
- $242 Million
- Q2 2025
A detailed history of Peloton Wealth Strategists transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Peloton Wealth Strategists holds 300,320 shares of IBDR stock, worth $7.13 Million. This represents 2.95% of its overall portfolio holdings.
Number of Shares
300,320
Previous 297,820
0.84%
Holding current value
$7.13 Million
Previous $7.07 Million
0.83%
% of portfolio
2.95%
Previous 3.03%
Shares
26 transactions
Others Institutions Holding IBDR
# of Institutions
457Shares Held
114MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.97MShares$213 Million0.02% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC6.01MShares$143 Million3.56% of portfolio
-
Morgan Stanley New York, NY4.27MShares$101 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.14MShares$74.5 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.91MShares$69.1 Million0.02% of portfolio