Minich Mac Gregor Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Minich Mac Gregor Wealth Management, LLC

$439 Million
Q2 2025

A detailed history of Minich Mac Gregor Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 234,939 shares of IBDT stock, worth $5.98 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares

234,939

Previous 237,481 1.07%

Holding current value

$5.98 Million

Previous $6 Million 0.43%

% of portfolio

1.36%

Previous 1.43%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$24.94 - $25.42 $63,397 - $64,617	-2,542 Reduced 1.07%	234,939 $5.97 Million
Q1 2025 Apr 22, 2025	BUY	$24.79 - $25.26 $427,206 - $435,305	17,233 Added 7.82%	237,481 $6 Million
Q4 2024 Jan 17, 2025	BUY	$24.82 - $25.48 $153,064 - $157,135	6,167 Added 2.88%	220,248 $5.48 Million
Q3 2024 Oct 30, 2024	BUY	$24.62 - $25.59 $36,314 - $37,745	1,475 Added 0.69%	214,081 $5.47 Million
Q2 2024 Jul 25, 2024	BUY	$24.4 - $24.86 $118,364 - $120,595	4,851 Added 2.33%	212,606 $5.27 Million
Q1 2024 Apr 16, 2024	BUY	$24.69 - $25.14 $5.13 Million - $5.22 Million	207,755 New	207,755 $5.18 Million

Others Institutions Holding IBDT

# of Institutions

389

Shares Held

92.6M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
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Minich Mac Gregor Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History