Montis Financial, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Montis Financial, LLC

  • $430 Million
  • Q3 2025

A detailed history of Montis Financial, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Montis Financial, LLC holds 9,497 shares of IBDS stock, worth $230,492. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,497
Previous 19,419 51.09%
Holding current value
$230,492
Previous $471,000 50.96%
% of portfolio
0.05%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
SELL
$24.14 - $24.34 $239,517 - $241,501
-9,922 Reduced 51.09%
9,497 $231,000
Q2 2025

Jul 17, 2025
SELL
$23.96 - $24.27 $57,551 - $58,296
-2,402 Reduced 11.01%
19,419 $471,000
Q1 2025

May 02, 2025
SELL
$23.9 - $24.18 $21,318 - $21,568
-892 Reduced 3.93%
21,821 $527,000
Q4 2024

Feb 10, 2025
BUY
$23.88 - $24.32 $542,386 - $552,380
22,713 New
22,713 $544,000

Others Institutions Holding IBDS

# of Institutions
436
Shares Held
109M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBDS Quotes by TradingView
  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
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