A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 14,030 shares of IBDS stock, worth $341,770. This represents 0.5% of its overall portfolio holdings.

Number of Shares
14,030
Previous 14,030 -0.0%
Holding current value
$341,770
Previous $334 Million 0.29%
% of portfolio
0.5%
Previous 0.55%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 13, 2024

BUY
$22.84 - $23.94 $320,445 - $335,878
14,030 New
14,030 $336 Million

Others Institutions Holding IBDS

About ISHARES TR IBONDS DEC 2027 TER


  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
Track This Portfolio

Track Up Strategic Wealth Investment Advisors LLC Portfolio

Follow Up Strategic Wealth Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Up Strategic Wealth Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Up Strategic Wealth Investment Advisors LLC with notifications on news.