Cabot Wealth Management Inc Ishares Tr Ibonds Dec 2028 Ter Transaction History
Cabot Wealth Management Inc
- $780 Million
- Q1 2025
A detailed history of Cabot Wealth Management Inc transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Cabot Wealth Management Inc holds 71,913 shares of IBDT stock, worth $1.82 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
71,913
Previous 65,775
9.33%
Holding current value
$1.82 Million
Previous $1.64 Million
10.93%
% of portfolio
0.23%
Previous 0.21%
Shares
13 transactions
Others Institutions Holding IBDT
# of Institutions
353Shares Held
84.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.67MShares$195 Million0.02% of portfolio
-
Gamma Investing LLC Foster City, CA4.22MShares$107 Million0.89% of portfolio
-
Morgan Stanley New York, NY3.55MShares$90 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.99MShares$75.8 Million1.53% of portfolio
-
Capital Advisors Inc2.92MShares$74 Million1.5% of portfolio