Cheviot Value Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Cheviot Value Management, LLC
- $840 Million
- Q2 2025
A detailed history of Cheviot Value Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Cheviot Value Management, LLC holds 205,942 shares of IBDT stock, worth $5.24 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
205,942
Previous 188,911
9.02%
Holding current value
$5.24 Million
Previous $4.77 Million
9.73%
% of portfolio
0.62%
Previous 0.58%
Shares
2 transactions
Others Institutions Holding IBDT
# of Institutions
389Shares Held
92.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.82MShares$199 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.05MShares$103 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC3.63MShares$92.5 Million2.05% of portfolio
-
Capital Investment Advisors, LLC3.22MShares$81.9 Million1.53% of portfolio
-
Capital Advisors Inc3.06MShares$78 Million1.44% of portfolio