Steward Partners Investment Advisory, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 11,666 shares of IBMQ stock, worth $298,182. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,666

Previous 8,738 33.51%

Holding current value

$298,182

Previous $220,000 34.55%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$24.88 - $25.41 $72,848 - $74,400	2,928 Added 33.51%	11,666 $296,000
Q1 2025 May 13, 2025	SELL	$25.08 - $25.39 $28,967 - $29,325	-1,155 Reduced 11.67%	8,738 $220,000
Q4 2024 Feb 06, 2025	SELL	$25.06 - $25.59 $6,766 - $6,909	-270 Reduced 2.66%	9,893 $249,000
Q4 2023 Feb 12, 2024	BUY	$24.26 - $25.61 $209,557 - $221,219	8,638 Added 566.43%	10,163 $260,000
Q3 2023 Nov 13, 2023	BUY	$24.41 - $25.28 $19,479 - $20,173	798 Added 109.77%	1,525 $37,000
Q2 2023 Aug 14, 2023	BUY	$24.9 - $25.77 $18,102 - $18,734	727 New	727 $18,000

Others Institutions Holding IBMQ

# of Institutions

167

Shares Held

16.5M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

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Steward Partners Investment Advisory, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History