A detailed history of Jim Saulnier & Associates, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Jim Saulnier & Associates, LLC holds 13,806 shares of IBMQ stock, worth $352,053. This represents 0.18% of its overall portfolio holdings.

Number of Shares
13,806
Previous 13,695 0.81%
Holding current value
$352,053
Previous $351 Million 0.56%
% of portfolio
0.18%
Previous 0.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 29, 2026

BUY
$25.48 - $25.62 $2,828 - $2,843
111 Added 0.81%
13,806 $353 Million
Q3 2025

Nov 03, 2025

BUY
$25.37 - $25.79 $2,105 - $2,140
83 Added 0.61%
13,695 $351 Million
Q2 2025

Aug 04, 2025

BUY
$24.88 - $25.41 $2,065 - $2,109
83 Added 0.61%
13,612 $346 Million
Q1 2025

Apr 21, 2025

BUY
$25.08 - $25.39 $339,307 - $343,501
13,529 New
13,529 $342 Million

Others Institutions Holding IBMQ

About ISHARES TR IBONDS DEC 2028 TER


  • Ticker IBMQ
  • Sector ETFs
  • Industry ETFs
More about IBMQ
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