A detailed history of Cary Street Partners Financial LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Cary Street Partners Financial LLC holds 46,812 shares of IBDT stock, worth $1.19 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
46,812
Previous 41,915 11.68%
Holding current value
$1.19 Million
Previous $1.07 Billion 12.12%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025

BUY
$25.24 - $25.56 $123,600 - $125,167
4,897 Added 11.68%
46,812 $1.19 Billion
Q2 2025

Aug 13, 2025

BUY
$24.94 - $25.42 $62,225 - $63,422
2,495 Added 6.33%
41,915 $1.07 Billion
Q1 2025

May 09, 2025

BUY
$24.79 - $25.26 $165,027 - $168,155
6,657 Added 20.32%
39,420 $996 Million
Q4 2024

Feb 14, 2025

BUY
$24.82 - $25.48 $813,177 - $834,801
32,763 New
32,763 $816 Million

Others Institutions Holding IBDT

About ISHARES TR IBONDS DEC 2028 TER


  • Ticker IBDT
  • Sector ETFs
  • Industry ETFs
More about IBDT
Track This Portfolio

Track Cary Street Partners Financial LLC Portfolio

Follow Cary Street Partners Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Cary Street Partners Financial LLC with notifications on news.