Sowell Financial Services LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History

Sowell Financial Services LLC

$2.56 Billion
Q4 2025

A detailed history of Sowell Financial Services LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Sowell Financial Services LLC holds 187,194 shares of IBDU stock, worth $4.37 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

187,194

Previous 174,299 7.4%

Holding current value

$4.37 Million

Previous $4.09 Million 6.89%

% of portfolio

0.17%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	$23.35 - $23.55 $301,098 - $303,677	12,895 Added 7.4%	187,194 $4.37 Million
Q3 2025 Oct 17, 2025	BUY	$23.13 - $23.54 $355,461 - $361,762	15,368 Added 9.67%	174,299 $4.09 Million
Q2 2025 Jul 11, 2025	BUY	$22.7 - $23.33 $151,545 - $155,751	6,676 Added 4.38%	158,931 $3.71 Million
Q1 2025 Apr 17, 2025	BUY	$22.61 - $23.14 $149,293 - $152,793	6,603 Added 4.53%	152,255 $3.52 Million
Q4 2024 Feb 07, 2025	BUY	$22.71 - $23.47 $3.31 Million - $3.42 Million	145,652 New	145,652 $3.32 Million

Q2 2021 Aug 05, 2021	SELL	$26.09 - $26.82 $26,429 - $27,168	-1,013 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$25.95 - $27.44 $26,287 - $27,796	1,013 New	1,013 $27,000

Others Institutions Holding IBDU

# of Institutions

350

Shares Held

103M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2029 TER

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Sowell Financial Services LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History