Valley Forge Investment Consultants Inc Adv Ishares Tr Ibonds Dec 2027 Ter Transaction History

Valley Forge Investment Consultants Inc Adv

$310 Million
Q2 2025

A detailed history of Valley Forge Investment Consultants Inc Adv transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Valley Forge Investment Consultants Inc Adv holds 13,471 shares of IBDS stock, worth $327,480. This represents 0.11% of its overall portfolio holdings.

Number of Shares

13,471

Previous 13,324 1.1%

Holding current value

$327,480

Previous $322,000 1.24%

% of portfolio

0.11%

Previous 0.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$23.96 - $24.27 $3,522 - $3,567	147 Added 1.1%	13,471 $326,000
Q1 2025 May 08, 2025	SELL	$23.9 - $24.18 $52,771 - $53,389	-2,208 Reduced 14.22%	13,324 $322,000
Q4 2024 Feb 12, 2025	BUY	$23.88 - $24.32 $5,420 - $5,520	227 Added 1.48%	15,532 $372,000
Q3 2024 Nov 14, 2024	BUY	$23.63 - $24.42 $3,946 - $4,078	167 Added 1.1%	15,305 $372,000
Q2 2024 Aug 09, 2024	BUY	$23.48 - $23.77 $3,850 - $3,898	164 Added 1.1%	15,138 $359,000
Q1 2024 Apr 30, 2024	BUY	$23.67 - $24.03 $354,434 - $359,825	14,974 New	14,974 $356,000

Others Institutions Holding IBDS

# of Institutions

414

Shares Held

106M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
Sector ETFs
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Valley Forge Investment Consultants Inc Adv Ishares Tr Ibonds Dec 2027 Ter Transaction History