Cabot Wealth Management Inc Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Cabot Wealth Management Inc holds 76,484 shares of IBDT stock, worth $1.94 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
76,484
Previous 73,823
3.6%
Holding current value
$1.94 Million
Previous $1.88 Million
4.0%
% of portfolio
0.22%
Previous 0.22%
Shares
15 transactions
Others Institutions Holding IBDT
# of Institutions
411Shares Held
95.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.14MShares$207 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.37MShares$111 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.42MShares$86.8 Million1.5% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.32MShares$84.3 Million0.14% of portfolio
-
Capital Advisors Inc3.21MShares$81.6 Million1.4% of portfolio