Signature Wealth Management Group Ishares Tr Ibonds Dec 2026 Ter Transaction History
Signature Wealth Management Group
- $236 Million
- Q4 2025
A detailed history of Signature Wealth Management Group transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Signature Wealth Management Group holds 234,755 shares of IBDR stock, worth $5.58 Million. This represents 2.36% of its overall portfolio holdings.
Number of Shares
234,755
Previous 235,291
0.23%
Holding current value
$5.58 Million
Previous $5.59 Million
0.23%
% of portfolio
2.36%
Previous 2.32%
Shares
32 transactions
Others Institutions Holding IBDR
# of Institutions
465Shares Held
108MCall 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