Xml Financial, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History

Xml Financial, LLC

$1.2 Billion
Q3 2025

A detailed history of Xml Financial, LLC transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Xml Financial, LLC holds 11,675 shares of IBDX stock, worth $297,245. This represents 0.02% of its overall portfolio holdings.

Number of Shares

11,675

Holding current value

$297,245

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 20, 2025	BUY	$24.97 - $25.78 $291,524 - $300,981	11,675 New	11,675 $299,000

Others Institutions Holding IBDX

# of Institutions

188

Shares Held

42.6M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

4.61M
Shares

$117 Million
0.93% of portfolio
Capital Investment Advisors, LLC

2.97M
Shares

$75.7 Million
1.31% of portfolio
Wells Fargo & Company San Francisco, CA

2.89M
Shares

$73.6 Million
0.01% of portfolio
Morgan Stanley New York, NY

2.22M
Shares

$56.4 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

2.1M
Shares

$53.4 Million
0.0% of portfolio

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About ISHARES TR IBONDS DEC 2032 TER

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