Naples Global Advisors, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Naples Global Advisors, LLC
- $1.24 Billion
- Q3 2025
A detailed history of Naples Global Advisors, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Naples Global Advisors, LLC holds 20,245 shares of IBDU stock, worth $472,923. This represents 0.04% of its overall portfolio holdings.
Number of Shares
20,245
Previous 16,020
26.37%
Holding current value
$472,923
Previous $373,000
27.35%
% of portfolio
0.04%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding IBDU
# of Institutions
347Shares Held
102MCall 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 Inc4.67MShares$109 Million1.87% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.54MShares$82.6 Million0.14% of portfolio