Peloton Wealth Strategists Ishares Tr Ibonds Dec 2026 Ter Transaction History
Peloton Wealth Strategists
- $245 Million
- Q3 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 304,120 shares of IBDR stock, worth $7.22 Million. This represents 2.94% of its overall portfolio holdings.
Number of Shares
304,120
Previous 300,320
1.27%
Holding current value
$7.22 Million
Previous $7.13 Million
1.26%
% of portfolio
2.94%
Previous 2.95%
Shares
27 transactions
Others Institutions Holding IBDR
# of Institutions
466Shares Held
107MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.23MShares$219 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.71MShares$88.1 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.59MShares$85.3 Million0.27% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.58MShares$85 Million0.14% of portfolio
-
Hm Payson & CO Portland, ME3.56MShares$84.5 Million1.25% of portfolio