Swm Advisors Ishares Ibonds Dec 2025 Term C Transaction History

Swm Advisors

$106 Million
Q3 2022

A detailed history of Swm Advisors transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Swm Advisors holds 9,655 shares of IBDQ stock, worth $242,533. This represents 0.22% of its overall portfolio holdings.

Number of Shares

9,655

Holding current value

$242,533

% of portfolio

0.22%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 12, 2022	BUY	$24.08 - $25.03 $232,492 - $241,664	9,655 New	9,655 $233,000

Others Institutions Holding IBDQ

# of Institutions

437

Shares Held

95.4M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

6.8M
Shares

$171 Million
0.01% of portfolio
Laurel Wealth Advisors LLC Charlotte, NC

5.21M
Shares

$131 Million
2.97% of portfolio
Morgan Stanley New York, NY

3.79M
Shares

$95.1 Million
0.01% of portfolio
Hm Payson & CO Portland, ME

3.29M
Shares

$82.6 Million
1.48% of portfolio
Lido Advisors, LLC Los Angeles, CA

2.98M
Shares

$74.7 Million
0.29% of portfolio

View Full List

About ISHARES IBONDS DEC 2025 TERM C

Ticker IBDQ
Sector ETFs
Industry ETFs

More about IBDQ

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