Segment Wealth Management, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Segment Wealth Management, LLC
- $1.51 Billion
- Q2 2025
A detailed history of Segment Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Segment Wealth Management, LLC holds 74,050 shares of IBDU stock, worth $1.73 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
74,050
Previous 74,570
0.7%
Holding current value
$1.73 Million
Previous $1.72 Million
0.17%
% of portfolio
0.11%
Previous 0.12%
Shares
8 transactions
Others Institutions Holding IBDU
# of Institutions
313Shares Held
91.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.12MShares$143 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC4.73MShares$110 Million1.22% of portfolio
-
Capital Advisors Inc4.46MShares$104 Million1.92% of portfolio
-
Morgan Stanley New York, NY4.08MShares$95.3 Million0.01% of portfolio
-
Shufro Rose & CO LLC3.59MShares$83.8 Million7.66% of portfolio