A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Modern Wealth Management, LLC holds 102,206 shares of IBDR stock, worth $2.43 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
102,206
Previous 27,241 275.19%
Holding current value
$2.43 Million
Previous $662 Million 271.95%
% of portfolio
0.09%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025

BUY
N/A
74,965 Added 275.19%
102,206 $2.46 Billion
Q3 2024

Nov 05, 2024

BUY
$23.75 - $23.75 $646,973 - $646,973
27,241 New
27,241 $662 Million

Others Institutions Holding IBDR

About ISHARES TR IBONDS DEC 2026 TER


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

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, 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 Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.