Cabot Wealth Management Inc Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, Cabot Wealth Management Inc holds 78,128 shares of IBDU stock, worth $1.83 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
78,128
Previous 74,640
4.67%
Holding current value
$1.83 Million
Previous $1.74 Million
5.28%
% of portfolio
0.2%
Previous 0.21%
Shares
9 transactions
Others Institutions Holding IBDU
# of Institutions
348Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.81MShares$159 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC5.44MShares$127 Million1.0% of portfolio
-
Morgan Stanley New York, NY5.1MShares$119 Million0.01% of portfolio
-
Capital Advisors Inc4.67MShares$109 Million1.87% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.54MShares$82.6 Million0.14% of portfolio