Naples Global Advisors, LLC Ishares Tr Ibonds Dec 2031 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 2031 Ter stock. As of the latest transaction made, Naples Global Advisors, LLC holds 44,470 shares of IBDW stock, worth $937,872. This represents 0.08% of its overall portfolio holdings.

Number of Shares
44,470
Previous 31,690 40.33%
Holding current value
$937,872
Previous $666,000 41.59%
% of portfolio
0.08%
Previous 0.06%

Shares

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

Oct 30, 2025
BUY
$20.77 - $21.32 $265,440 - $272,469
12,780 Added 40.33%
44,470 $943,000
Q1 2025

Apr 10, 2025
BUY
$20.1 - $20.8 $70,651 - $73,112
3,515 Added 12.48%
31,690 $657,000
Q4 2024

Jan 29, 2025
BUY
$20.28 - $21.2 $571,389 - $597,310
28,175 New
28,175 $573,000

Others Institutions Holding IBDW

# of Institutions
250
Shares Held
76.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2031 TER

IBDW Quotes by TradingView
  • Ticker IBDW
More about IBDW
Track This Portfolio

Track Naples Global Advisors, LLC Portfolio

Follow Naples Global 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 Naples Global Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Naples Global Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email