Wealth Advisory Solutions, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Wealth Advisory Solutions, LLC

$411 Million
Q3 2025

A detailed history of Wealth Advisory Solutions, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 22,370 shares of IBDS stock, worth $542,919. This represents 0.13% of its overall portfolio holdings.

Number of Shares

22,370

Previous 21,558 3.77%

Holding current value

$542,919

Previous $523,000 4.02%

% of portfolio

0.13%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$24.14 - $24.34 $19,601 - $19,764	812 Added 3.77%	22,370 $544,000
Q2 2025 Jul 14, 2025	BUY	$23.96 - $24.27 $13,944 - $14,125	582 Added 2.77%	21,558 $523,000
Q1 2025 Apr 30, 2025	BUY	$23.9 - $24.18 $501,326 - $507,199	20,976 New	20,976 $507,000
Q4 2020 Jan 28, 2021	SELL	$27.04 - $27.57 $477,959 - $487,327	-17,676 Closed	0 $0
Q3 2020 Dec 29, 2020	SELL	$26.95 - $27.49 $1.14 Million - $1.17 Million	-42,480 Reduced 70.62%	17,676 $480,000

Q2 2020 Dec 23, 2020	BUY	$24.26 - $27.02 $431,270 - $480,334	17,777 Added 41.95%	60,156 $1.62 Million
Q1 2020 Dec 18, 2020	BUY	$22.37 - $26.87 $118,225 - $142,007	5,285 Added 14.25%	42,379 $1.04 Million
Q4 2019 Jan 27, 2021	BUY	$25.68 - $26.07 $952,573 - $967,040	37,094 New	37,094 $964,000

Others Institutions Holding IBDS

# of Institutions

433

Shares Held

110M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
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Wealth Advisory Solutions, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History