Steward Partners Investment Advisory, LLC Ishares Tr Ibonds Dec 2029 Tre 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 2029 Tre stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 8,433 shares of IBTJ stock, worth $184,935. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,433

Previous 9,518 11.4%

Holding current value

$184,935

Previous $208,000 11.06%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$21.68 - $22.04 $23,522 - $23,913	-1,085 Reduced 11.4%	8,433 $185,000
Q2 2025 Aug 12, 2025	BUY	$21.57 - $21.99 $11,151 - $11,368	517 Added 5.74%	9,518 $208,000
Q1 2025 May 13, 2025	SELL	$21.16 - $21.77 $95,960 - $98,726	-4,535 Reduced 33.5%	9,001 $195,000
Q4 2024 Feb 06, 2025	BUY	$21.25 - $22.07 $153,892 - $159,830	7,242 Added 115.06%	13,536 $288,000
Q3 2024 Nov 14, 2024	BUY	$21.22 - $22.22 $95,787 - $100,301	4,514 Added 253.6%	6,294 $139,000

Q3 2023 Nov 13, 2023	BUY	$20.92 - $21.75 $19,685 - $20,466	941 Added 112.16%	1,780 $37,000
Q2 2023 Aug 14, 2023	BUY	$21.6 - $22.42 $18,122 - $18,810	839 New	839 $18,000

Others Institutions Holding IBTJ

# of Institutions

186

Shares Held

28.3M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2029 TRE

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Steward Partners Investment Advisory, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History