Signature Wealth Management Group Ishares Tr Ibonds Dec 2026 Ter Transaction History
Signature Wealth Management Group
- $240 Million
- Q2 2025
A detailed history of Signature Wealth Management Group transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Signature Wealth Management Group holds 235,185 shares of IBDR stock, worth $5.59 Million. This represents 2.33% of its overall portfolio holdings.
Number of Shares
235,185
Previous 230,154
2.19%
Holding current value
$5.59 Million
Previous $5.47 Million
2.18%
% of portfolio
2.33%
Previous 2.24%
Shares
30 transactions
Others Institutions Holding IBDR
# of Institutions
457Shares Held
114MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.97MShares$213 Million0.02% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC6.01MShares$143 Million3.56% of portfolio
-
Morgan Stanley New York, NY4.27MShares$101 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.14MShares$74.5 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.91MShares$69.1 Million0.02% of portfolio