Valley Forge Investment Consultants Inc Adv Ishares Tr Ibonds Dec 2028 Ter Transaction History

Valley Forge Investment Consultants Inc Adv

$341 Million
Q3 2025

A detailed history of Valley Forge Investment Consultants Inc Adv transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Valley Forge Investment Consultants Inc Adv holds 13,097 shares of IBDT stock, worth $332,925. This represents 0.1% of its overall portfolio holdings.

Number of Shares

13,097

Previous 12,949 1.14%

Holding current value

$332,925

Previous $329,000 1.52%

% of portfolio

0.1%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$25.24 - $25.56 $3,735 - $3,782	148 Added 1.14%	13,097 $334,000
Q2 2025 Aug 14, 2025	BUY	$24.94 - $25.42 $3,691 - $3,762	148 Added 1.16%	12,949 $329,000
Q1 2025 May 08, 2025	SELL	$24.79 - $25.26 $52,306 - $53,298	-2,110 Reduced 14.15%	12,801 $323,000
Q4 2024 Feb 12, 2025	BUY	$24.82 - $25.48 $5,683 - $5,834	229 Added 1.56%	14,911 $371,000
Q3 2024 Nov 14, 2024	BUY	$24.62 - $25.59 $4,160 - $4,324	169 Added 1.16%	14,682 $374,000
Q2 2024 Aug 09, 2024	BUY	$24.4 - $24.86 $4,123 - $4,201	169 Added 1.18%	14,513 $359,000
Q1 2024 Apr 30, 2024	BUY	$24.69 - $25.14 $354,153 - $360,608	14,344 New	14,344 $357,000

Others Institutions Holding IBDT

# of Institutions

411

Shares Held

95.7M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

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Valley Forge Investment Consultants Inc Adv Ishares Tr Ibonds Dec 2028 Ter Transaction History