A detailed history of Oak Harbor Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 5,437 shares of IBDT stock, worth $135,218. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,437
Previous 5,437 -0.0%
Holding current value
$135,218
Previous $134,000 2.99%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 09, 2024

BUY
$23.63 - $25.1 $11,815 - $12,550
500 Added 10.13%
5,437 $136,000
Q4 2022

Jan 18, 2023

BUY
$23.29 - $24.79 $1,979 - $2,107
85 Added 1.75%
4,937 $0
Q2 2022

Jul 25, 2022

BUY
$24.36 - $26.23 $107,110 - $115,333
4,397 Added 966.37%
4,852 $121,000
Q1 2022

May 11, 2022

BUY
$26.1 - $28.23 $11,875 - $12,844
455 New
455 $12,000

Others Institutions Holding IBDT

About ISHARES TR IBONDS DEC 2028 TER


  • Ticker IBDT
  • Sector ETFs
  • Industry ETFs
More about IBDT
Track This Portfolio

Track Oak Harbor Wealth Partners, LLC Portfolio

Follow Oak Harbor Wealth Partners, 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 Oak Harbor Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Harbor Wealth Partners, LLC with notifications on news.