Cabot Wealth Management Inc Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, Cabot Wealth Management Inc holds 72,703 shares of IBDU stock, worth $1.69 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

72,703

Previous 70,914 2.52%

Holding current value

$1.69 Million

Previous $1.62 Million 4.02%

% of portfolio

0.22%

Previous 0.21%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$22.61 - $23.14 $40,449 - $41,397	1,789 Added 2.52%	72,703 $1.68 Million
Q4 2024 Feb 03, 2025	BUY	$22.71 - $23.47 $15,897 - $16,429	700 Added 1.0%	70,914 $1.62 Million
Q3 2024 Oct 15, 2024	BUY	$22.51 - $23.57 $654,388 - $685,203	29,071 Added 70.66%	70,214 $1.65 Million
Q2 2024 Jul 12, 2024	BUY	$22.29 - $22.77 $193,120 - $197,279	8,664 Added 26.68%	41,143 $932,000
Q1 2024 May 02, 2024	BUY	$22.61 - $23.1 $84,742 - $86,578	3,748 Added 13.05%	32,479 $741,000
Q4 2023 Feb 12, 2024	BUY	$21.44 - $23.11 $40,671 - $43,839	1,897 Added 7.07%	28,731 $662,000
Q3 2023 Oct 26, 2023	BUY	$21.83 - $22.62 $585,786 - $606,985	26,834 New	26,834 $588,000

Others Institutions Holding IBDU

# of Institutions

295

Shares Held

89.4M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2029 TER

Ticker IBDU
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Cabot Wealth Management Inc Ishares Tr Ibonds Dec 2029 Ter Transaction History