Venturi Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Venturi Wealth Management, LLC

  • $1.96 Billion
  • Q3 2025

A detailed history of Venturi Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 658 shares of IBDT stock, worth $16,726. This represents 0.0% of its overall portfolio holdings.

Number of Shares
658
Holding current value
$16,726
% of portfolio
0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$25.24 - $25.56 $16,607 - $16,818
658 New
658 $16,000
Q4 2024

Jan 31, 2025
BUY
$24.82 - $25.48 $16,331 - $16,765
658 New
658 $16,000

About ISHARES TR IBONDS DEC 2028 TER

IBDT Quotes by TradingView
  • Ticker IBDT
  • Sector ETFs
  • Industry ETFs
More about IBDT
Track This Portfolio

Track Venturi Wealth Management, LLC Portfolio

Follow Venturi Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Venturi Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Venturi Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email