Uma Financial Services, Inc. Ishares Ibonds Dec 2025 Term C Transaction History

Uma Financial Services, Inc.

  • $601 Million
  • Q2 2025

A detailed history of Uma Financial Services, Inc. transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Uma Financial Services, Inc. holds 14,552 shares of IBDQ stock, worth $365,546. This represents 0.06% of its overall portfolio holdings.

Number of Shares
14,552
Previous 8,441 72.4%
Holding current value
$365,546
Previous $212,000 72.64%
% of portfolio
0.06%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
BUY
$25.04 - $25.18 $153,019 - $153,874
6,111 Added 72.4%
14,552 $366,000
Q1 2025

Apr 28, 2025
BUY
$25.05 - $25.16 $66,056 - $66,346
2,637 Added 45.43%
8,441 $212,000
Q4 2024

Feb 12, 2025
BUY
$25.0 - $25.11 $145,100 - $145,738
5,804 New
5,804 $145,000

Others Institutions Holding IBDQ

# of Institutions
433
Shares Held
94.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS DEC 2025 TERM C

IBDQ Quotes by TradingView
  • Ticker IBDQ
  • Sector ETFs
  • Industry ETFs
More about IBDQ
Track This Portfolio

Track Uma Financial Services, Inc. Portfolio

Follow Uma Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Uma Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Uma Financial Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email