Segment Wealth Management, LLC
Position in IBDW — iShares iBonds Dec 2031 Term Corporate ETF
CIK 1575581
HOUSTON, TX
All Filings in IBDW
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBDW | $2,688,563 | 128,455 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 IBDW | $1,938,080 | 91,635 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 IBDW | $1,922,850 | 90,615 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 IBDW | $1,827,218 | 86,845 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 IBDW | $1,683,447 | 81,130 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 IBDW | $1,491,858 | 73,310 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 IBDW | $778,243 | 36,675 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 IBDW | $658,004 | 32,430 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 IBDW | $603,840 | 29,470 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 IBDW | $378,014 | 18,200 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||