Clayton Financial Group LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History

Clayton Financial Group LLC

$196 Billion
Q4 2025

A detailed history of Clayton Financial Group LLC transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Clayton Financial Group LLC holds 6,466 shares of IBTM stock, worth $149,493. This represents 0.08% of its overall portfolio holdings.

Number of Shares

6,466

Holding current value

$149,493

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 21, 2026	BUY	$23.06 - $23.38 $149,105 - $151,175	6,466 New	6,466 $149 Million

Others Institutions Holding IBTM

# of Institutions

104

Shares Held

12.6M

Call Options Held

Put Options Held

Krilogy Financial LLC

2.49M
Shares

$57.5 Million
2.38% of portfolio
Parcion Private Wealth LLC Bellevue, WA

902K
Shares

$20.9 Million
1.38% of portfolio
Ubs Group Ag

830K
Shares

$19.2 Million
0.0% of portfolio
Morgan Stanley New York, NY

828K
Shares

$19.2 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

474K
Shares

$11 Million
0.0% of portfolio

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About ISHARES TR IBONDS DEC 2032 TER

Ticker IBTM

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Clayton Financial Group LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History