Wells Financial Advisors Inc Ishares Tr Ibonds Dec 2029 Ter Transaction History

Wells Financial Advisors Inc

  • $143 Million
  • Q1 2024

A detailed history of Wells Financial Advisors Inc transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Wells Financial Advisors Inc holds 6,250 shares of IBDU stock, worth $141,125. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,250
Previous 6,250 -0.0%
Holding current value
$141,125
Previous $144,000 1.39%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Feb 12, 2024
BUY
$21.44 - $23.11 $48,240 - $51,997
2,250 Added 56.25%
6,250 $144,000
Q4 2022

Feb 03, 2023
BUY
$21.45 - $22.74 $85,800 - $90,960
4,000 New
4,000 $88,000

Others Institutions Holding IBDU

# of Institutions
184
Shares Held
41.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TER

IBDU Quotes by TradingView
  • Ticker IBDU
  • Sector ETFs
  • Industry ETFs
More about IBDU
Track This Portfolio

Track Wells Financial Advisors Inc Portfolio

Follow Wells Financial Advisors Inc 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 Wells Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wells Financial Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email