Steward Partners Investment Advisory, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Steward Partners Investment Advisory, LLC

$11 Billion
Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 14,551 shares of IBDR stock, worth $345,586. This represents 0.0% of its overall portfolio holdings.

Number of Shares

14,551

Previous 1,690 761.01%

Holding current value

$345,586

Previous $40,000 762.5%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	N/A	12,861 Added 761.01%	14,551 $345,000
Q3 2024 Nov 14, 2024	BUY	$23.75 - $23.75 $27,075 - $27,075	1,140 Added 207.27%	1,690 $40,000
Q2 2024 Aug 08, 2024	SELL	$23.65 - $23.82 $31,620 - $31,847	-1,337 Reduced 70.85%	550 $13,000
Q1 2024 May 15, 2024	BUY	$23.76 - $23.98 $32,955 - $33,260	1,387 Added 277.4%	1,887 $45,000
Q3 2022 Nov 10, 2022	BUY	$23.21 - $24.34 $11,605 - $12,170	500 New	500 $12,000
Q2 2021 Aug 13, 2021	SELL	$26.28 - $26.69 $5,256 - $5,338	-200 Closed	0 $0
Q1 2021 May 14, 2021	BUY	$26.27 - $27.07 $5,254 - $5,414	200 New	200 $5,000

Others Institutions Holding IBDR

# of Institutions

394

Shares Held

98.3M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2026 TER

Ticker IBDR
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Steward Partners Investment Advisory, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History