A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 15,735 shares of IBDR stock, worth $373,706. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,735
Previous 15,371 2.37%
Holding current value
$373,706
Previous $365,000 2.19%
% of portfolio
0.01%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025

BUY
N/A
364 Added 2.37%
15,735 $373,000
Q2 2025

Jul 30, 2025

SELL
N/A
-2,160 Reduced 12.32%
15,371 $365,000
Q1 2025

Apr 25, 2025

BUY
N/A
7,096 Added 68.0%
17,531 $416,000
Q4 2024

Jan 29, 2025

BUY
N/A
10,435 New
10,435 $247,000

Others Institutions Holding IBDR

About ISHARES TR IBONDS DEC 2026 TER


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

Track Avidian Wealth Solutions, LLC Portfolio

Follow Avidian Wealth Solutions, 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 Avidian Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avidian Wealth Solutions, LLC with notifications on news.