Steward Partners Investment Advisory, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History

Steward Partners Investment Advisory, LLC

$12.3 Billion
Q2 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 11,193 shares of IBDU stock, worth $263,483. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,193

Previous 2,856 291.91%

Holding current value

$263,483

Previous $66,000 295.45%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$22.7 - $23.33 $189,249 - $194,502	8,337 Added 291.91%	11,193 $261,000
Q1 2025 May 13, 2025	SELL	$22.61 - $23.14 $31,744 - $32,488	-1,404 Reduced 32.96%	2,856 $66,000
Q4 2024 Feb 06, 2025	SELL	$22.71 - $23.47 $39,083 - $40,391	-1,721 Reduced 28.77%	4,260 $97,000
Q3 2024 Nov 14, 2024	BUY	$22.51 - $23.57 $95,892 - $100,408	4,260 Added 247.53%	5,981 $140,000
Q3 2023 Nov 13, 2023	BUY	$21.83 - $22.62 $19,799 - $20,516	907 Added 111.43%	1,721 $37,000
Q2 2023 Aug 14, 2023	BUY	$22.32 - $23.04 $18,168 - $18,754	814 New	814 $18,000

Others Institutions Holding IBDU

# of Institutions

337

Shares Held

100M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2029 TER

Ticker IBDU
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Steward Partners Investment Advisory, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History