Sonata Capital Group Inc Ishares Tr Ibonds Dec 2031 Ter Transaction History
Sonata Capital Group Inc
- $271 Million
- Q3 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 29,776 shares of IBDW stock, worth $627,975. This represents 0.23% of its overall portfolio holdings.
Number of Shares
29,776
Previous 13,600
118.94%
Holding current value
$627,975
Previous $286,000
120.98%
% of portfolio
0.23%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding IBDW
# of Institutions
251Shares Held
75.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.88MShares$145 Million1.15% of portfolio
-
Morgan Stanley New York, NY4.03MShares$85 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$76.8 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.41MShares$71.8 Million1.25% of portfolio
-
Capital Advisors Inc2.99MShares$63.1 Million1.08% of portfolio