Steward Partners Investment Advisory, LLC Ishares Tr Ibonds Dec 2025 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 2025 Ter stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 391,571 shares of IBTF stock, worth $9.14 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

391,571

Previous 397,774 1.56%

Holding current value

$9.14 Million

Previous $9.32 Million 1.98%

% of portfolio

0.08%

Previous 0.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$23.25 - $23.37 $144,219 - $144,964	-6,203 Reduced 1.56%	391,571 $9.13 Million
Q3 2024 Nov 14, 2024	SELL	$23.13 - $23.43 $781,238 - $791,371	-33,776 Reduced 7.83%	397,774 $9.32 Million
Q2 2024 Aug 08, 2024	BUY	$23.1 - $23.22 $592,191 - $595,267	25,636 Added 6.32%	431,550 $10 Million
Q1 2024 May 15, 2024	BUY	$23.16 - $23.36 $792,905 - $799,752	34,236 Added 9.21%	405,914 $9.43 Million
Q4 2023 Feb 12, 2024	BUY	$22.97 - $23.28 $8.35 Million - $8.47 Million	363,667 Added 4539.6%	371,678 $8.65 Million
Q2 2022 Aug 04, 2022	BUY	$23.56 - $24.23 $188,739 - $194,106	8,011 New	8,011 $192,000

Others Institutions Holding IBTF

# of Institutions

312

Shares Held

86.8M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2025 TER

Ticker IBTF
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Steward Partners Investment Advisory, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History