J.W. Cole Advisors, Inc. Ishares Tr Ibonds Dec 2029 Ter Transaction History

J.W. Cole Advisors, Inc.

$5.04 Billion
Q3 2025

A detailed history of J.W. Cole Advisors, Inc. transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 275,440 shares of IBDU stock, worth $6.43 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

275,440

Previous 252,442 9.11%

Holding current value

$6.43 Million

Previous $5.89 Million 9.76%

% of portfolio

0.13%

Previous 0.13%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$23.13 - $23.54 $531,943 - $541,372	22,998 Added 9.11%	275,440 $6.46 Million
Q2 2025 Aug 12, 2025	BUY	$22.7 - $23.33 $5.73 Million - $5.89 Million	252,442 New	252,442 $5.89 Million
Q4 2024 Jan 30, 2025	SELL	$22.71 - $23.47 $627,590 - $648,593	-27,635 Reduced 9.27%	270,416 $6.17 Million
Q3 2024 Oct 24, 2024	BUY	$22.51 - $23.57 $2.46 Million - $2.58 Million	109,370 Added 57.97%	298,051 $7.01 Million
Q2 2024 Aug 08, 2024	BUY	$22.29 - $22.77 $897,997 - $917,334	40,287 Added 27.15%	188,681 $4.28 Million

Q1 2024 Apr 30, 2024	BUY	$22.61 - $23.1 $3.36 Million - $3.43 Million	148,394 New	148,394 $3.39 Million

Others Institutions Holding IBDU

# of Institutions

349

Shares Held

103M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2029 TER

Ticker IBDU
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J.W. Cole Advisors, Inc. Ishares Tr Ibonds Dec 2029 Ter Transaction History