Forvis Wealth Advisors, LLC Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 26,988 shares of IBDU stock, worth $630,439. This represents 0.01% of its overall portfolio holdings.
Number of Shares
26,988
Previous 23,643
14.15%
Holding current value
$630,439
Previous $551,000
14.88%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IBDU
# of Institutions
349Shares Held
103MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.81MShares$159 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC5.44MShares$127 Million1.0% of portfolio
-
Morgan Stanley New York, NY5.1MShares$119 Million0.01% of portfolio
-
Capital Advisors Inc4.8MShares$112 Million1.88% of portfolio
-
Capital Investment Advisors, LLC3.72MShares$86.9 Million1.38% of portfolio