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

457

Shares Held

114M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

8.97M
Shares

$213 Million
0.02% of portfolio
Laurel Wealth Advisors LLC Charlotte, NC

6.01M
Shares

$143 Million
3.56% of portfolio
Morgan Stanley New York, NY

4.27M
Shares

$101 Million
0.01% of portfolio
Lido Advisors, LLC Los Angeles, CA

3.14M
Shares

$74.5 Million
0.29% of portfolio
Lpl Financial LLC Fort Mill, SC

2.91M
Shares

$69.1 Million
0.02% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2026 TER

Ticker IBDR
Sector ETFs
Industry ETFs

More about IBDR

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