Segment Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Segment Wealth Management, LLC
- $1.59 Billion
- Q3 2025
A detailed history of Segment Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Segment Wealth Management, LLC holds 62,171 shares of IBDR stock, worth $1.48 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
62,171
Previous 63,251
1.71%
Holding current value
$1.48 Million
Previous $1.5 Million
1.73%
% of portfolio
0.09%
Previous 0.1%
Shares
16 transactions
Others Institutions Holding IBDR
# of Institutions
464Shares Held
107MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.23MShares$219 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.71MShares$88.1 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.59MShares$85.3 Million0.27% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.58MShares$85 Million0.14% of portfolio
-
Hm Payson & CO Portland, ME3.56MShares$84.5 Million1.25% of portfolio