Waverly Advisors, LLC
Position in IBTP — iShares iBonds Dec 2034 Term Treasury ETF
CIK 1568787
BIRMINGHAM, AL
All Filings in IBTP
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBTP | $219,162 | 8,551 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 IBTP | $220,701 | 8,551 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 IBTP | $221,556 | 8,551 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 IBTP | $219,812 | 8,551 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 IBTP | $207,362 | 8,078 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||