Montis Financial, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Montis Financial, LLC
- $430 Million
- Q3 2025
A detailed history of Montis Financial, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Montis Financial, LLC holds 10,280 shares of IBDR stock, worth $244,150. This represents 0.06% of its overall portfolio holdings.
Number of Shares
10,280
Previous 20,599
50.09%
Holding current value
$244,150
Previous $489,000
50.1%
% of portfolio
0.06%
Previous 0.14%
Shares
4 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