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 $205,614. This represents 0.02% of its overall portfolio holdings.

Number of Shares

8,057

Holding current value

$205,614

% 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

397

Shares Held

97.8M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

7.82M
Shares

$199 Million
0.01% of portfolio
Morgan Stanley New York, NY

4.05M
Shares

$103 Million
0.01% of portfolio
Laurel Wealth Advisors LLC Charlotte, NC

3.63M
Shares

$92.8 Million
2.05% of portfolio
Capital Investment Advisors, LLC

3.42M
Shares

$87.2 Million
1.5% of portfolio
Capital Advisors Inc

3.21M
Shares

$82 Million
1.4% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2028 TER

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