Xml Financial, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Xml Financial, LLC

$1.2 Billion
Q3 2025

A detailed history of Xml Financial, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Xml Financial, LLC holds 12,347 shares of IBDW stock, worth $263,484. This represents 0.02% of its overall portfolio holdings.

Number of Shares

12,347

Holding current value

$263,484

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 20, 2025	BUY	$20.77 - $21.32 $256,447 - $263,238	12,347 New	12,347 $262,000

Others Institutions Holding IBDW

# of Institutions

237

Shares Held

69.1M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

6.36M
Shares

$136 Million
1.2% of portfolio
Capital Investment Advisors, LLC

3.41M
Shares

$72.7 Million
1.25% of portfolio
Capital Advisors Inc

2.99M
Shares

$63.8 Million
1.08% of portfolio
Morgan Stanley New York, NY

2.95M
Shares

$62.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

2.81M
Shares

$59.9 Million
0.0% of portfolio

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About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

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