Robinson Smith Wealth Advisors LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Robinson Smith Wealth Advisors LLC

$139 Billion
Q3 2025

A detailed history of Robinson Smith Wealth Advisors LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 19,636 shares of IBDT stock, worth $499,147. This represents 0.36% of its overall portfolio holdings.

Number of Shares

19,636

Previous 19,595 0.21%

Holding current value

$499,147

Previous $498 Million 0.6%

% of portfolio

0.36%

Previous 0.4%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$25.24 - $25.56 $1,034 - $1,047	41 Added 0.21%	19,636 $501 Million
Q2 2025 Aug 05, 2025	BUY	$24.94 - $25.42 $1,022 - $1,042	41 Added 0.21%	19,595 $498 Million
Q1 2025 May 12, 2025	BUY	$24.79 - $25.26 $24,492 - $24,956	988 Added 5.32%	19,554 $494 Million
Q3 2024 Nov 08, 2024	BUY	$24.62 - $25.59 $13,836 - $14,381	562 Added 3.12%	18,566 $474 Million
Q2 2024 Jul 30, 2024	BUY	$24.4 - $24.86 $33,013 - $33,635	1,353 Added 8.13%	18,004 $446 Million

Q1 2024 Apr 25, 2024	BUY	$24.69 - $25.14 $176,558 - $179,776	7,151 Added 75.27%	16,651 $415 Million
Q4 2023 Feb 12, 2024	BUY	$23.63 - $25.1 $224,485 - $238,450	9,500 New	9,500 $238 Million

Others Institutions Holding IBDT

# of Institutions

411

Shares Held

95.2M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
Sector ETFs
Industry ETFs

More about IBDT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Robinson Smith Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robinson Smith Wealth Advisors LLC with notifications on news.

Account

Robinson Smith Wealth Advisors LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History