Signature Wealth Management Group Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, Signature Wealth Management Group holds 246,077 shares of IBDU stock, worth $5.75 Million. This represents 2.44% of its overall portfolio holdings.
Number of Shares
246,077
Previous 246,922
0.34%
Holding current value
$5.75 Million
Previous $5.8 Million
0.81%
% of portfolio
2.44%
Previous 2.41%
Shares
24 transactions
Others Institutions Holding IBDU
# of Institutions
348Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.81MShares$159 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC5.44MShares$127 Million1.0% of portfolio
-
Morgan Stanley New York, NY5.1MShares$119 Million0.01% of portfolio
-
Capital Advisors Inc4.67MShares$109 Million1.87% of portfolio
-
Capital Investment Advisors, LLC3.72MShares$86.9 Million1.38% of portfolio