Kathmere Capital Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Kathmere Capital Management, LLC
- $1.34 Billion
- Q3 2025
A detailed history of Kathmere Capital Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Kathmere Capital Management, LLC holds 1,288,343 shares of IBDR stock, worth $30.6 Million. This represents 2.29% of its overall portfolio holdings.
Number of Shares
1,288,343
Previous 1,135,267
13.48%
Holding current value
$30.6 Million
Previous $27 Million
13.49%
% of portfolio
2.29%
Previous 2.2%
Shares
9 transactions
Others Institutions Holding IBDR
# of Institutions
464Shares Held
107MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.23MShares$219 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.71MShares$88.1 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.59MShares$85.3 Million0.27% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.58MShares$85 Million0.14% of portfolio
-
Hm Payson & CO Portland, ME3.56MShares$84.5 Million1.25% of portfolio