Xml Financial, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Xml Financial, LLC

$1.2 Billion
Q3 2025

A detailed history of Xml Financial, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Xml Financial, LLC holds 8,057 shares of IBDT stock, worth $204,808. This represents 0.02% of its overall portfolio holdings.

Number of Shares

8,057

Holding current value

$204,808

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 20, 2025	BUY	$25.24 - $25.56 $203,358 - $205,936	8,057 New	8,057 $205,000

Others Institutions Holding IBDT

# of Institutions

410

Shares Held

95.1M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

8.14M
Shares

$207 Million
0.01% of portfolio
Morgan Stanley New York, NY

4.37M
Shares

$111 Million
0.01% of portfolio
Capital Investment Advisors, LLC

3.42M
Shares

$86.8 Million
1.5% of portfolio
Mercer Global Advisors Inc Denver, CO

3.32M
Shares

$84.3 Million
0.14% of portfolio
Capital Advisors Inc

3.21M
Shares

$81.6 Million
1.4% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
Sector ETFs
Industry ETFs

More about IBDT

Track This Portfolio

Portfolio Update

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

News

Stay updated on Xml Financial, LLC with notifications on news.

Account