Peloton Wealth Strategists Ishares Tr Ibonds Dec 2026 Ter Transaction History
Peloton Wealth Strategists
- $242 Million
- Q4 2024
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 279,985 shares of IBDR stock, worth $6.65 Million. This represents 2.75% of its overall portfolio holdings.
Number of Shares
279,985
Previous 265,485
5.46%
Holding current value
$6.65 Million
Previous $6.31 Million
5.46%
% of portfolio
2.75%
Previous 2.56%
Shares
24 transactions
Others Institutions Holding IBDR
# of Institutions
401Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.4MShares$200 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.27MShares$102 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.97MShares$94.3 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.9MShares$68.9 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.31MShares$54.8 Million0.02% of portfolio