A detailed history of Provenance Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Provenance Wealth Advisors, LLC holds 36,001 shares of IBDR stock, worth $855,023. This represents 0.13% of its overall portfolio holdings.

Number of Shares
36,001
Previous 41,973 14.23%
Holding current value
$855,023
Previous $1.01 Billion 13.73%
% of portfolio
0.13%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Aug 15, 2025

SELL
N/A
-5,972 Reduced 14.23%
36,001 $872 Million
Q4 2024

Aug 15, 2025

BUY
N/A
14,940 Added 55.27%
41,973 $1.01 Billion
Q3 2024

Aug 15, 2025

BUY
$23.75 - $23.75 $227,311 - $227,311
9,571 Added 54.81%
27,033 $657 Million
Q1 2024

Aug 15, 2025

SELL
$23.76 - $23.98 $3,801 - $3,836
-160 Reduced 0.91%
17,462 $416 Million
Q4 2023

Aug 15, 2025

BUY
$23.15 - $23.9 $49,772 - $51,385
2,150 Added 13.9%
17,622 $421 Million
Q3 2023

Aug 15, 2025

BUY
$23.28 - $23.6 $360,188 - $365,139
15,472 New
15,472 $361 Million

Others Institutions Holding IBDR

About ISHARES TR IBONDS DEC 2026 TER


  • Ticker IBDR
  • Sector ETFs
  • Industry ETFs
More about IBDR
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