Klingman & Associates, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Klingman & Associates, LLC

$1.8 Billion
Q2 2025

A detailed history of Klingman & Associates, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Klingman & Associates, LLC holds 818,441 shares of IBDR stock, worth $19.4 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares

818,441

Previous 828,755 1.24%

Holding current value

$19.4 Million

Previous $19.7 Million 1.24%

% of portfolio

1.08%

Previous 1.21%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	N/A	-10,314 Reduced 1.24%	818,441 $19.4 Million
Q1 2025 May 12, 2025	SELL	N/A	-30,613 Reduced 3.56%	828,755 $19.7 Million
Q4 2024 Jan 31, 2025	SELL	N/A	-31,387 Reduced 3.52%	859,368 $20.4 Million
Q3 2024 Nov 01, 2024	SELL	$23.75 - $23.75 $555,987 - $555,987	-23,410 Reduced 2.56%	890,755 $21.2 Million
Q2 2024 Jul 30, 2024	SELL	$23.65 - $23.82 $1.36 Million - $1.37 Million	-57,451 Reduced 5.91%	914,165 $21.8 Million
Q1 2024 May 01, 2024	SELL	$23.76 - $23.98 $670,816 - $677,027	-28,233 Reduced 2.82%	971,616 $23.2 Million
Q4 2023 Jan 29, 2024	SELL	$23.15 - $23.9 $617,942 - $637,962	-26,693 Reduced 2.6%	999,849 $23.9 Million
Q3 2023 Oct 30, 2023	BUY	$23.28 - $23.6 $54,987 - $55,743	2,362 Added 0.23%	1,026,542 $23.9 Million
Q2 2023 Jul 31, 2023	BUY	$23.42 - $23.83 $289,728 - $294,800	12,371 Added 1.22%	1,024,180 $24 Million
Q1 2023 May 03, 2023	BUY	$23.14 - $23.86 $892,579 - $920,351	38,573 Added 3.96%	1,011,809 $24 Million
Q4 2022 Feb 03, 2023	BUY	$22.9 - $23.61 $7.16 Million - $7.38 Million	312,645 Added 47.33%	973,236 $22.7 Million
Q3 2022 Oct 28, 2022	BUY	$23.21 - $24.34 $3.83 Million - $4.02 Million	165,132 Added 33.33%	660,591 $15.3 Million
Q2 2022 Jul 27, 2022	BUY	$23.33 - $24.57 $11.6 Million - $12.2 Million	495,459 New	495,459 $11.8 Million

Others Institutions Holding IBDR

# of Institutions

443

Shares Held

107M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2026 TER

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Klingman & Associates, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History