Klingman & Associates, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History

Klingman & Associates, LLC

$2.03 Billion
Q4 2025

A detailed history of Klingman & Associates, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Klingman & Associates, LLC holds 1,539,005 shares of IBDU stock, worth $36 Million. This represents 1.77% of its overall portfolio holdings.

Number of Shares

1,539,005

Previous 1,421,892 8.24%

Holding current value

$36 Million

Previous $33.4 Million 7.73%

% of portfolio

1.77%

Previous 1.69%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 29, 2026	BUY	$23.35 - $23.55 $2.73 Million - $2.76 Million	117,113 Added 8.24%	1,539,005 $36 Million
Q3 2025 Oct 27, 2025	BUY	$23.13 - $23.54 $1.74 Million - $1.77 Million	75,335 Added 5.59%	1,421,892 $33.4 Million
Q2 2025 Jul 30, 2025	BUY	$22.7 - $23.33 $316,778 - $325,570	13,955 Added 1.05%	1,346,557 $31.4 Million
Q1 2025 May 12, 2025	BUY	$22.61 - $23.14 $1.15 Million - $1.18 Million	50,993 Added 3.98%	1,332,602 $30.8 Million
Q4 2024 Jan 31, 2025	BUY	$22.71 - $23.47 $1.6 Million - $1.65 Million	70,290 Added 5.8%	1,281,609 $29.2 Million

Q3 2024 Nov 01, 2024	BUY	$22.51 - $23.57 $580,893 - $608,247	25,806 Added 2.18%	1,211,319 $28.5 Million
Q2 2024 Jul 30, 2024	SELL	$22.29 - $22.77 $526,690 - $538,032	-23,629 Reduced 1.95%	1,185,513 $26.9 Million
Q1 2024 May 01, 2024	BUY	$22.61 - $23.1 $746,763 - $762,946	33,028 Added 2.81%	1,209,142 $27.6 Million
Q4 2023 Jan 29, 2024	BUY	$21.44 - $23.11 $1.02 Million - $1.1 Million	47,450 Added 4.2%	1,176,114 $27.1 Million
Q3 2023 Oct 30, 2023	BUY	$21.83 - $22.62 $679,174 - $703,753	31,112 Added 2.83%	1,128,664 $24.7 Million
Q2 2023 Jul 31, 2023	BUY	$22.32 - $23.04 $432,539 - $446,492	19,379 Added 1.8%	1,097,552 $24.6 Million
Q1 2023 May 03, 2023	BUY	$21.99 - $23.12 $1.24 Million - $1.31 Million	56,563 Added 5.54%	1,078,173 $24.7 Million
Q4 2022 Feb 03, 2023	BUY	$21.21 - $22.74 $7.06 Million - $7.57 Million	332,952 Added 48.35%	1,021,610 $22.6 Million
Q3 2022 Oct 28, 2022	BUY	$21.55 - $23.64 $3.6 Million - $3.95 Million	167,223 Added 32.07%	688,658 $15 Million
Q2 2022 Jul 27, 2022	BUY	$22.39 - $24.47 $11.7 Million - $12.8 Million	521,435 New	521,435 $11.9 Million

Others Institutions Holding IBDU

# of Institutions

354

Shares Held

105M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2029 TER

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Klingman & Associates, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History