Cabot Wealth Management Inc Ishares Tr Ibonds Dec 2027 Ter Transaction History
Cabot Wealth Management Inc
- $897 Million
- Q3 2025
A detailed history of Cabot Wealth Management Inc transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Cabot Wealth Management Inc holds 63,376 shares of IBDS stock, worth $1.54 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
63,376
Previous 59,942
5.73%
Holding current value
$1.54 Million
Previous $1.45 Million
6.05%
% of portfolio
0.17%
Previous 0.17%
Shares
15 transactions
Others Institutions Holding IBDS
# of Institutions
433Shares Held
110MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.45MShares$205 Million0.01% of portfolio
-
Capital Advisors Inc4.41MShares$107 Million1.83% of portfolio
-
Morgan Stanley New York, NY3.88MShares$94.2 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.86MShares$93.6 Million0.16% of portfolio
-
Hm Payson & CO Portland, ME3.59MShares$87 Million1.29% of portfolio