Provenance Wealth Advisors, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History

Provenance Wealth Advisors, LLC

$902 Billion
Q4 2025

A detailed history of Provenance Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Provenance Wealth Advisors, LLC holds 13,527 shares of IBDU stock, worth $315,990. This represents 0.04% of its overall portfolio holdings.

Number of Shares

13,527

Previous 21,536 37.19%

Holding current value

$315,990

Previous $505 Million 37.36%

% of portfolio

0.04%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 26, 2026	SELL	$23.35 - $23.55 $187,010 - $188,611	-8,009 Reduced 37.19%	13,527 $317 Million
Q3 2025 Nov 12, 2025	SELL	$23.13 - $23.54 $28,819 - $29,330	-1,246 Reduced 5.47%	21,536 $505 Million
Q1 2025 Aug 15, 2025	BUY	$22.61 - $23.14 $188,454 - $192,871	8,335 Added 57.69%	22,782 $527 Million
Q4 2024 Aug 15, 2025	BUY	$22.71 - $23.47 $50,461 - $52,150	2,222 Added 18.18%	14,447 $329 Million
Q3 2024 Aug 15, 2025	BUY	$22.51 - $23.57 $240,204 - $251,515	10,671 Added 686.68%	12,225 $287 Million

Q2 2024 Aug 15, 2025	BUY	$22.29 - $22.77 $24,920 - $25,456	1,118 Added 256.42%	1,554 $35.2 Million
Q3 2023 Aug 15, 2025	BUY	$21.83 - $22.62 $9,517 - $9,862	436 New	436 $9.55 Million

Others Institutions Holding IBDU

# of Institutions

354

Shares Held

105M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2029 TER

Ticker IBDU
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Provenance Wealth Advisors, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History