Carmel Capital Partners, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Carmel Capital Partners, LLC

$211 Million
Q3 2025

A detailed history of Carmel Capital Partners, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Carmel Capital Partners, LLC holds 188,185 shares of IBTI stock, worth $4.21 Million. This represents 2.0% of its overall portfolio holdings.

Number of Shares

188,185

Previous 250,233 24.8%

Holding current value

$4.21 Million

Previous $5.6 Million 24.7%

% of portfolio

2.0%

Previous 2.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$22.19 - $22.44 $1.38 Million - $1.39 Million	-62,048 Reduced 24.8%	188,185 $4.21 Million
Q2 2025 Jul 29, 2025	BUY	$22.09 - $22.44 $68,125 - $69,204	3,084 Added 1.25%	250,233 $5.6 Million
Q1 2025 May 05, 2025	BUY	$21.77 - $22.25 $534,257 - $546,037	24,541 Added 11.02%	247,149 $5.5 Million
Q4 2024 Feb 06, 2025	BUY	$21.81 - $22.48 $1.3 Million - $1.34 Million	59,758 Added 36.7%	222,608 $4.88 Million
Q3 2024 Nov 01, 2024	BUY	$21.7 - $22.6 $417,182 - $434,485	19,225 Added 13.39%	162,850 $3.67 Million

Q2 2024 Jul 31, 2024	BUY	$21.51 - $21.88 $352,613 - $358,678	16,393 Added 12.88%	143,625 $3.14 Million
Q1 2024 Apr 25, 2024	BUY	$21.79 - $22.29 $2.77 Million - $2.84 Million	127,232 New	127,232 $2.79 Million

Others Institutions Holding IBTI

# of Institutions

213

Shares Held

41.2M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

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Carmel Capital Partners, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History