Sonata Capital Group Inc Ishares Tr Ibonds Dec 2026 Ter Transaction History
Sonata Capital Group Inc
- $250 Million
- Q2 2025
A detailed history of Sonata Capital Group Inc transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Sonata Capital Group Inc holds 154,989 shares of IBDR stock, worth $3.68 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
154,989
Previous 155,301
0.2%
Holding current value
$3.68 Million
Previous $3.76 Million
0.05%
% of portfolio
1.5%
Previous 1.64%
Shares
6 transactions
Others Institutions Holding IBDR
# of Institutions
457Shares Held
114MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.97MShares$213 Million0.02% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC6.01MShares$143 Million3.56% of portfolio
-
Morgan Stanley New York, NY4.27MShares$101 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.14MShares$74.5 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.91MShares$69.1 Million0.02% of portfolio