Forvis Wealth Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Forvis Wealth Advisors, LLC

  • $4.75 Billion
  • Q3 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 111,840 shares of IBDR stock, worth $2.66 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
111,840
Previous 109,080 2.53%
Holding current value
$2.66 Million
Previous $2.59 Million 2.55%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 29, 2025
BUY
N/A
2,760 Added 2.53%
111,840 $2.66 Million
Q2 2025

Jul 29, 2025
BUY
N/A
10,400 Added 10.54%
109,080 $2.59 Million
Q1 2025

May 13, 2025
SELL
N/A
-496 Reduced 0.5%
98,680 $2.34 Million
Q4 2024

Feb 03, 2025
BUY
N/A
1,474 Added 1.51%
99,176 $2.36 Million
Q3 2024

Nov 14, 2024
BUY
$23.75 - $23.75 $162,948 - $162,948
6,861 Added 7.55%
97,702 $2.32 Million
Q2 2024

Aug 09, 2024
BUY
$23.65 - $23.82 $78,825 - $79,392
3,333 Added 3.81%
90,841 $2.16 Million
Q1 2024

Apr 19, 2024
SELL
$23.76 - $23.98 $118,847 - $119,947
-5,002 Reduced 5.41%
87,508 $2.09 Million
Q4 2023

Jan 11, 2024
BUY
$23.15 - $23.9 $1,226 - $1,266
53 Added 0.06%
92,510 $2.21 Million
Q3 2023

Oct 25, 2023
BUY
$23.28 - $23.6 $858,007 - $869,801
36,856 Added 66.29%
92,457 $2.16 Million
Q2 2023

Aug 08, 2023
SELL
$23.42 - $23.83 $92,860 - $94,485
-3,965 Reduced 6.66%
55,601 $1.3 Million
Q1 2023

Apr 26, 2023
SELL
$23.14 - $23.86 $45,770 - $47,195
-1,978 Reduced 3.21%
59,566 $1.41 Million
Q4 2022

Feb 02, 2023
SELL
$22.9 - $23.61 $113,606 - $117,129
-4,961 Reduced 7.46%
61,544 $1.44 Million
Q3 2022

Oct 13, 2022
SELL
$23.21 - $24.34 $95,625 - $100,280
-4,120 Reduced 5.83%
66,505 $1.54 Million
Q2 2022

Jul 22, 2022
SELL
$23.33 - $24.57 $3,592 - $3,783
-154 Reduced 0.22%
70,625 $1.68 Million
Q1 2022

May 10, 2022
BUY
$24.49 - $26.0 $367 - $390
15 Added 0.02%
70,779 $1.75 Million
Q4 2021

Jan 14, 2022
BUY
$25.98 - $26.52 $675 - $689
26 Added 0.04%
70,764 $1.85 Million
Q3 2021

Oct 14, 2021
SELL
$26.47 - $26.76 $49,393 - $49,934
-1,866 Reduced 2.57%
70,738 $1.88 Million
Q2 2021

Jul 14, 2021
BUY
$26.28 - $26.69 $578 - $587
22 Added 0.03%
72,604 $1.93 Million
Q1 2021

Apr 23, 2021
BUY
$26.27 - $27.07 $394 - $406
15 Added 0.02%
72,582 $1.91 Million
Q4 2020

Jan 22, 2021
BUY
$26.72 - $27.1 $855 - $867
32 Added 0.04%
72,567 $1.97 Million
Q3 2020

Nov 05, 2020
BUY
$26.64 - $27.04 $666 - $676
25 Added 0.03%
72,535 $1.95 Million
Q2 2020

Jul 15, 2020
BUY
$24.19 - $26.75 $95,405 - $105,502
3,944 Added 5.75%
72,510 $1.94 Million
Q1 2020

Apr 10, 2020
SELL
$22.21 - $26.46 $138,634 - $165,163
-6,242 Reduced 8.34%
68,566 $1.68 Million
Q3 2019

Oct 29, 2019
BUY
$24.85 - $25.68 $1.86 Million - $1.92 Million
74,808 New
74,808 $1.91 Million

Others Institutions Holding IBDR

# of Institutions
465
Shares Held
107M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

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

Track Forvis Wealth Advisors, LLC Portfolio

Follow Forvis Wealth Advisors, 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 Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email