Clearstead Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Clearstead Advisors, LLC

$7.4 Billion
Q3 2025

A detailed history of Clearstead Advisors, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Clearstead Advisors, LLC holds 89,422 shares of IBDS stock, worth $2.17 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

89,422

Previous 89,545 0.14%

Holding current value

$2.17 Million

Previous $2.17 Million 0.14%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$24.14 - $24.34 $2,969 - $2,993	-123 Reduced 0.14%	89,422 $2.18 Million
Q2 2025 Aug 08, 2025	SELL	$23.96 - $24.27 $75,713 - $76,693	-3,160 Reduced 3.41%	89,545 $2.17 Million
Q1 2025 May 13, 2025	SELL	$23.9 - $24.18 $213,450 - $215,951	-8,931 Reduced 8.79%	92,705 $2.24 Million
Q4 2024 Feb 10, 2025	BUY	$23.88 - $24.32 $292,601 - $297,992	12,253 Added 13.71%	101,636 $2.44 Million
Q3 2024 Nov 13, 2024	SELL	$23.63 - $24.42 $892,646 - $922,489	-37,776 Reduced 29.71%	89,383 $2.18 Million

Q2 2024 Aug 09, 2024	BUY	$23.48 - $23.77 $2.99 Million - $3.02 Million	127,159 New	127,159 $3.02 Million
Q4 2023 Feb 12, 2024	BUY	$22.84 - $23.94 $60,069 - $62,962	2,630 New	2,630 $62,000

Others Institutions Holding IBDS

# of Institutions

435

Shares Held

110M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
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Clearstead Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History