Steward Partners Investment Advisory, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Steward Partners Investment Advisory, LLC

$16.6 Billion
Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 18,436 shares of IBDT stock, worth $468,643. This represents 0.0% of its overall portfolio holdings.

Number of Shares

18,436

Previous 18,018 2.32%

Holding current value

$468,643

Previous $458,000 2.62%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$25.24 - $25.56 $10,550 - $10,684	418 Added 2.32%	18,436 $470,000
Q2 2025 Aug 12, 2025	BUY	$24.94 - $25.42 $80,730 - $82,284	3,237 Added 21.9%	18,018 $458,000
Q1 2025 May 13, 2025	BUY	$24.79 - $25.26 $30,566 - $31,145	1,233 Added 9.1%	14,781 $373,000
Q4 2024 Feb 06, 2025	BUY	$24.82 - $25.48 $287,167 - $294,803	11,570 Added 584.93%	13,548 $337,000
Q3 2024 Nov 14, 2024	BUY	$24.62 - $25.59 $9,971 - $10,363	405 Added 25.75%	1,978 $50,000

Q1 2024 May 15, 2024	SELL	$24.69 - $25.14 $19,900 - $20,262	-806 Reduced 33.88%	1,573 $39,000
Q3 2023 Nov 13, 2023	SELL	$23.94 - $24.67 $19,152 - $19,736	-800 Reduced 25.17%	2,379 $57,000
Q2 2023 Aug 14, 2023	SELL	$24.43 - $25.1 $58,558 - $60,164	-2,397 Reduced 42.99%	3,179 $77,000
Q1 2023 May 15, 2023	SELL	$24.16 - $25.2 $33,340 - $34,776	-1,380 Reduced 19.84%	5,576 $139,000
Q3 2022 Nov 10, 2022	SELL	$23.63 - $25.66 $472 - $513	-20 Reduced 0.29%	6,956 $165,000
Q2 2022 Aug 04, 2022	SELL	$24.36 - $26.23 $19,098 - $20,564	-784 Reduced 10.1%	6,976 $174,000
Q3 2021 Nov 12, 2021	BUY	$28.65 - $29.2 $61,884 - $63,072	2,160 Added 38.57%	7,760 $222,000
Q2 2021 Aug 13, 2021	BUY	$28.3 - $28.9 $99,955 - $102,074	3,532 Added 170.79%	5,600 $162,000
Q3 2020 Oct 30, 2020	BUY	$28.88 - $29.59 $59,723 - $61,192	2,068 New	2,068 $60,000

Others Institutions Holding IBDT

# of Institutions

410

Shares Held

95.1M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

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Steward Partners Investment Advisory, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History