Members Wealth LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Members Wealth LLC

$160 Billion
Q4 2025

A detailed history of Members Wealth LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Members Wealth LLC holds 7,970 shares of IBMQ stock, worth $203,235. This represents 0.13% of its overall portfolio holdings.

Number of Shares

7,970

Holding current value

$203,235

% of portfolio

0.13%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 28, 2026	BUY	$25.48 - $25.62 $203,075 - $204,191	7,970 New	7,970 $205 Million

Others Institutions Holding IBMQ

# of Institutions

184

Shares Held

18.9M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

2.12M
Shares

$53.9 Million
0.0% of portfolio
Vishria Bird Financial Group, LLC

1.14M
Shares

$29.2 Million
6.63% of portfolio
Clearstead Advisors, LLC Cleveland, OH

913K
Shares

$23.3 Million
0.32% of portfolio
Mercer Global Advisors Inc Denver, CO

900K
Shares

$23 Million
0.04% of portfolio
Wilbanks Smith & Thomas Asset Management LLC

754K
Shares

$19.2 Million
0.54% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2028 TER

Ticker IBMQ
Sector ETFs
Industry ETFs

More about IBMQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Members Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Members Wealth LLC with notifications on news.

Account