Boreal Capital Management LLC Ishares Tr Ibonds 2028 Term Hi Transaction History

Boreal Capital Management LLC

$121 Billion
Q2 2025

Number of Shares

0

Holding current value

$0

% of portfolio

0.24%

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 12, 2025	BUY	$22.36 - $23.73 $0 - $0	0 New	0 $287 Million

Others Institutions Holding IBHH

# of Institutions

71

Shares Held

7.51M

Call Options Held

0

Put Options Held

0

Lbmc Investment Advisors, LLC

1.52M
Shares

$35.9 Million
2.37% of portfolio
Baltimore Washington Financial Advisors, Inc.

1.06M
Shares

$25.2 Million
1.24% of portfolio
New Edge Advisors, LLC New Orleans, LA

521K
Shares

$12.4 Million
0.07% of portfolio
Keeler T Homas Management LLC

406K
Shares

$9.63 Million
4.35% of portfolio
Apollon Wealth Management, LLC Mount Pleasant, SC

332K
Shares

$7.87 Million
0.15% of portfolio

About ISHARES TR IBONDS 2028 TERM HI

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