Caldwell Trust CO Ishares Tr Ibonds Dec 2028 Ter Transaction History

Caldwell Trust CO

$1 Trillion
Q2 2025

A detailed history of Caldwell Trust CO transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Caldwell Trust CO holds 40 shares of IBMQ stock, worth $1,022. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,022

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Sep 22, 2025	BUY	$24.88 - $25.41 $995 - $1,016	40 New	40 $1.02 Million

Others Institutions Holding IBMQ

# of Institutions

169

Shares Held

17M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

2.07M
Shares

$52.9 Million
0.0% of portfolio
Clearstead Advisors, LLC Cleveland, OH

892K
Shares

$22.8 Million
0.33% of portfolio
Mercer Global Advisors Inc Denver, CO

857K
Shares

$21.9 Million
0.05% of portfolio
Envestnet Asset Management Inc

841K
Shares

$21.5 Million
0.01% of portfolio
Wilbanks Smith & Thomas Asset Management LLC

754K
Shares

$19.3 Million
0.54% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2028 TER

Ticker IBMQ
Sector ETFs
Industry ETFs

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