Catalytic Wealth Ria, LLC Ishares Tr Ibonds December 202 Transaction History

Catalytic Wealth Ria, LLC

$3.04 Trillion
Q3 2025

A detailed history of Catalytic Wealth Ria, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 35,527 shares of IBMO stock, worth $909,846. This represents 0.03% of its overall portfolio holdings.

Number of Shares

35,527

Previous 31,114 14.18%

Holding current value

$909,846

Previous $797 Million 14.35%

% of portfolio

0.03%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$25.58 - $25.72 $112,884 - $113,502	4,413 Added 14.18%	35,527 $912 Million
Q2 2025 Jul 17, 2025	SELL	$25.32 - $25.63 $16,458 - $16,659	-650 Reduced 2.05%	31,114 $797 Million
Q1 2025 May 12, 2025	BUY	$25.45 - $25.6 $28,580 - $28,748	1,123 Added 3.67%	31,764 $812 Million
Q4 2024 Feb 07, 2025	BUY	$25.4 - $25.62 $24,561 - $24,774	967 Added 3.26%	30,641 $780 Million
Q3 2024 Nov 04, 2024	BUY	$25.26 - $25.66 $157,799 - $160,298	6,247 Added 26.67%	29,674 $761 Million

Q2 2024 Jul 31, 2024	BUY	$25.16 - $25.33 $39,375 - $39,641	1,565 Added 7.16%	23,427 $593 Million
Q1 2024 May 10, 2024	BUY	$25.35 - $25.52 $554,201 - $557,918	21,862 New	21,862 $554 Million

Others Institutions Holding IBMO

# of Institutions

201

Shares Held

18.4M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DECEMBER 202

Ticker IBMO
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Catalytic Wealth Ria, LLC Ishares Tr Ibonds December 202 Transaction History