Klingman & Associates, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Klingman & Associates, LLC

$1.97 Billion
Q3 2025

A detailed history of Klingman & Associates, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Klingman & Associates, LLC holds 1,161,401 shares of IBDT stock, worth $29.5 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares

1,161,401

Previous 1,113,518 4.3%

Holding current value

$29.5 Million

Previous $28.3 Million 4.71%

% of portfolio

1.51%

Previous 1.57%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$25.24 - $25.56 $1.21 Million - $1.22 Million	47,883 Added 4.3%	1,161,401 $29.6 Million
Q2 2025 Jul 30, 2025	BUY	$24.94 - $25.42 $366,243 - $373,292	14,685 Added 1.34%	1,113,518 $28.3 Million
Q1 2025 May 12, 2025	BUY	$24.79 - $25.26 $288,778 - $294,253	11,649 Added 1.07%	1,098,833 $27.8 Million
Q4 2024 Jan 31, 2025	BUY	$24.82 - $25.48 $680,117 - $698,202	27,402 Added 2.59%	1,087,184 $27.1 Million
Q3 2024 Nov 01, 2024	BUY	$24.62 - $25.59 $58,866 - $61,185	2,391 Added 0.23%	1,059,782 $27.1 Million

Q2 2024 Jul 30, 2024	SELL	$24.4 - $24.86 $936,325 - $953,977	-38,374 Reduced 3.5%	1,057,391 $26.2 Million
Q1 2024 May 01, 2024	BUY	$24.69 - $25.14 $564,141 - $574,423	22,849 Added 2.13%	1,095,765 $27.3 Million
Q4 2023 Jan 29, 2024	BUY	$23.63 - $25.1 $838,250 - $890,397	35,474 Added 3.42%	1,072,916 $26.9 Million
Q3 2023 Oct 30, 2023	BUY	$23.94 - $24.67 $582,220 - $599,974	24,320 Added 2.4%	1,037,442 $24.9 Million
Q2 2023 Jul 31, 2023	BUY	$24.43 - $25.1 $472,427 - $485,383	19,338 Added 1.95%	1,013,122 $24.8 Million
Q1 2023 May 03, 2023	BUY	$24.16 - $25.2 $1.23 Million - $1.28 Million	50,713 Added 5.38%	993,784 $24.8 Million
Q4 2022 Feb 03, 2023	BUY	$23.29 - $24.79 $7.12 Million - $7.58 Million	305,601 Added 47.94%	943,071 $22.9 Million
Q3 2022 Oct 28, 2022	BUY	$23.63 - $25.66 $3.74 Million - $4.06 Million	158,203 Added 33.01%	637,470 $15.2 Million
Q2 2022 Jul 27, 2022	BUY	$24.36 - $26.23 $11.7 Million - $12.6 Million	479,267 New	479,267 $12 Million

Others Institutions Holding IBDT

# of Institutions

411

Shares Held

95.7M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
Sector ETFs
Industry ETFs

More about IBDT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Klingman & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Klingman & Associates, LLC with notifications on news.

Account

Klingman & Associates, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History