Segment Wealth Management, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History

Segment Wealth Management, LLC

$1.42 Billion
Q4 2024

A detailed history of Segment Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Segment Wealth Management, LLC holds 68,680 shares of IBDU stock, worth $1.59 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

68,680

Previous 60,845 12.88%

Holding current value

$1.59 Million

Previous $1.43 Million 9.44%

% of portfolio

0.11%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$22.71 - $23.47 $177,932 - $183,887	7,835 Added 12.88%	68,680 $1.57 Million
Q3 2024 Oct 22, 2024	BUY	$22.51 - $23.57 $101,745 - $106,536	4,520 Added 8.02%	60,845 $1.43 Million
Q2 2024 Jul 22, 2024	BUY	$22.29 - $22.77 $94,843 - $96,886	4,255 Added 8.17%	56,325 $1.28 Million
Q1 2024 Apr 24, 2024	BUY	$22.61 - $23.1 $587,746 - $600,484	25,995 Added 99.69%	52,070 $1.19 Million
Q4 2023 Jan 25, 2024	BUY	$21.44 - $23.11 $263,712 - $284,253	12,300 Added 89.29%	26,075 $601,000
Q3 2023 Oct 24, 2023	BUY	$21.83 - $22.62 $300,708 - $311,590	13,775 New	13,775 $301,000

Others Institutions Holding IBDU

# of Institutions

271

Shares Held

80.7M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2029 TER

Ticker IBDU
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Segment Wealth Management, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History