Caliber Wealth Management, LLC / Ks Ishares Tr Ibonds Dec 2026 Ter Transaction History
Caliber Wealth Management, LLC / Ks
- $897 Billion
- Q3 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 8,413 shares of IBDR stock, worth $199,808. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,413
Previous 8,396
0.2%
Holding current value
$199,808
Previous $204 Million
0.41%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding IBDR
# of Institutions
464Shares Held
107MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.23MShares$219 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.71MShares$88.1 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.59MShares$85.3 Million0.27% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.58MShares$85 Million0.14% of portfolio
-
Hm Payson & CO Portland, ME3.56MShares$84.5 Million1.25% of portfolio