Montis Financial, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Montis Financial, LLC
- $338 Million
- Q1 2025
A detailed history of Montis Financial, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Montis Financial, LLC holds 23,711 shares of IBDQ stock, worth $595,857. This represents 0.18% of its overall portfolio holdings.
Number of Shares
23,711
Previous 24,982
5.09%
Holding current value
$595,857
Previous $625,000
4.64%
% of portfolio
0.18%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding IBDQ
# of Institutions
435Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.23MShares$182 Million0.02% of portfolio
-
Gamma Investing LLC Foster City, CA5.06MShares$127 Million1.07% of portfolio
-
Morgan Stanley New York, NY3.79MShares$95.1 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.29MShares$82.6 Million1.48% of portfolio
-
Ubs Group Ag2.89MShares$72.7 Million0.01% of portfolio