Cabot Wealth Management Inc Ishares Tr Ibonds Dec 2027 Ter Transaction History
Cabot Wealth Management Inc
- $836 Million
- Q2 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 59,942 shares of IBDS stock, worth $1.46 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
59,942
Previous 57,321
4.57%
Holding current value
$1.46 Million
Previous $1.39 Million
4.91%
% of portfolio
0.17%
Previous 0.18%
Shares
14 transactions
Others Institutions Holding IBDS
# of Institutions
414Shares Held
106MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.11MShares$197 Million0.01% of portfolio
-
Capital Advisors Inc4.21MShares$102 Million1.89% of portfolio
-
Morgan Stanley New York, NY3.98MShares$96.6 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC3.7MShares$89.9 Million2.19% of portfolio
-
Hm Payson & CO Portland, ME3.2MShares$77.8 Million1.38% of portfolio