Wells Financial Advisors Inc Ishares Ibonds Dec 2025 Term C Transaction History

Wells Financial Advisors Inc

$71.1 Million
Q1 2025

A detailed history of Wells Financial Advisors Inc transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Wells Financial Advisors Inc holds 4,500 shares of IBDQ stock, worth $113,130. This represents 0.16% of its overall portfolio holdings.

Number of Shares

4,500

Previous 8,240 45.39%

Holding current value

$113,130

Previous $206,000 45.15%

% of portfolio

0.16%

Previous 0.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$25.05 - $25.16 $93,687 - $94,098	-3,740 Reduced 45.39%	4,500 $113,000
Q4 2024 Feb 11, 2025	BUY	$25.0 - $25.11 $36,000 - $36,158	1,440 Added 21.18%	8,240 $206,000
Q3 2024 Nov 13, 2024	SELL	$24.78 - $25.11 $251,021 - $254,364	-10,130 Reduced 59.83%	6,800 $170,000
Q2 2023 Aug 07, 2023	SELL	$24.34 - $24.65 $43,325 - $43,877	-1,780 Reduced 9.51%	16,930 $412,000
Q4 2022 Feb 03, 2023	BUY	$23.87 - $24.49 $9,070 - $9,306	380 Added 2.07%	18,710 $455,000
Q1 2022 Apr 25, 2022	SELL	$25.16 - $26.41 $58,119 - $61,007	-2,310 Reduced 11.19%	18,330 $463,000
Q4 2020 Feb 11, 2021	BUY	$27.03 - $27.37 $557,899 - $564,916	20,640 New	20,640 $565,000

Others Institutions Holding IBDQ

# of Institutions

434

Shares Held

102M

Call Options Held

Put Options Held

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About ISHARES IBONDS DEC 2025 TERM C

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Wells Financial Advisors Inc Ishares Ibonds Dec 2025 Term C Transaction History