Sonata Capital Group Inc Ishares Tr Ibonds Dec 2031 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 2031 Ter stock. As of the latest transaction made, Sonata Capital Group Inc holds 13,600 shares of IBDW stock, worth $288,184. This represents 0.11% of its overall portfolio holdings.

Number of Shares

13,600

Holding current value

$288,184

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 30, 2025	BUY	$20.23 - $21.04 $275,128 - $286,144	13,600 New	13,600 $286,000

Others Institutions Holding IBDW

# of Institutions

230

Shares Held

64.5M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

6.36M
Shares

$135 Million
1.2% of portfolio
Capital Investment Advisors, LLC

3.13M
Shares

$66.4 Million
1.24% of portfolio
Morgan Stanley New York, NY

2.95M
Shares

$62.5 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

2.81M
Shares

$59.5 Million
0.0% of portfolio
Venture Visionary Partners LLC

2.39M
Shares

$50.6 Million
1.97% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

More about IBDW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sonata Capital Group Inc, based on Form 13F filings with the SEC.

News

Stay updated on Sonata Capital Group Inc with notifications on news.

Account

Sonata Capital Group Inc Ishares Tr Ibonds Dec 2031 Ter Transaction History