Swm Advisors Ishares Tr Ibonds Dec 2026 Ter Transaction History

Swm Advisors

$106 Million
Q3 2022

A detailed history of Swm Advisors transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Swm Advisors holds 10,030 shares of IBDR stock, worth $238,212. This represents 0.22% of its overall portfolio holdings.

Number of Shares

10,030

Holding current value

$238,212

% of portfolio

0.22%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 12, 2022	BUY	$23.21 - $24.34 $232,796 - $244,130	10,030 New	10,030 $232,000

Others Institutions Holding IBDR

# of Institutions

430

Shares Held

107M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

8.96M
Shares

$213 Million
0.02% of portfolio
Gamma Investing LLC Foster City, CA

4.83M
Shares

$115 Million
1.06% of portfolio
Morgan Stanley New York, NY

4.18M
Shares

$99.3 Million
0.01% of portfolio
Hm Payson & CO Portland, ME

2.76M
Shares

$65.4 Million
1.17% of portfolio
Lido Advisors, LLC Los Angeles, CA

2.76M
Shares

$65.4 Million
0.27% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2026 TER

Ticker IBDR
Sector ETFs
Industry ETFs

More about IBDR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Swm Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Swm Advisors with notifications on news.

Account