Montag A & Associates Inc Ishares Tr Ibonds Dec 2025 Ter Transaction History

Montag A & Associates Inc

$2.14 Billion
Q3 2025

A detailed history of Montag A & Associates Inc transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Montag A & Associates Inc holds 48,315 shares of IBTF stock, worth $1.13 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

48,315

Previous 55,939 13.63%

Holding current value

$1.13 Million

Previous $1.31 Million 13.55%

% of portfolio

0.05%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$23.29 - $23.38 $177,562 - $178,249	-7,624 Reduced 13.63%	48,315 $1.13 Million
Q2 2025 Aug 07, 2025	SELL	$23.29 - $23.38 $250,088 - $251,054	-10,738 Reduced 16.1%	55,939 $1.31 Million
Q1 2025 May 05, 2025	BUY	$23.29 - $23.38 $20,145 - $20,223	865 Added 1.31%	66,677 $1.56 Million
Q4 2024 Jan 30, 2025	BUY	$23.25 - $23.37 $99,556 - $100,070	4,282 Added 6.96%	65,812 $1.53 Million
Q4 2023 Feb 07, 2024	BUY	$22.97 - $23.28 $73,687 - $74,682	3,208 Added 5.5%	61,530 $1.43 Million

Q1 2023 May 11, 2023	BUY	$22.99 - $23.65 $68,510 - $70,477	2,980 Added 5.38%	58,322 $1.37 Million
Q4 2022 Feb 02, 2023	BUY	$23.05 - $23.48 $1.28 Million - $1.3 Million	55,342 New	55,342 $1.29 Million

Others Institutions Holding IBTF

# of Institutions

329

Shares Held

66.9M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2025 TER

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Montag A & Associates Inc Ishares Tr Ibonds Dec 2025 Ter Transaction History