Occidental Asset Management, LLC Ishares Tr Ibonds 2029 Term Hi Transaction History

Occidental Asset Management, LLC

  • $818 Million
  • Q4 2025

A detailed history of Occidental Asset Management, LLC transactions in Ishares Tr Ibonds 2029 Term Hi stock. As of the latest transaction made, Occidental Asset Management, LLC holds 13,321 shares of IBHI stock, worth $313,309. This represents 0.04% of its overall portfolio holdings.

Number of Shares
13,321
Previous 11,171 19.25%
Holding current value
$313,309
Previous $266,000 17.67%
% of portfolio
0.04%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
$23.44 - $23.83 $50,396 - $51,234
2,150 Added 19.25%
13,321 $313,000
Q3 2025

Oct 28, 2025
BUY
$23.43 - $23.88 $16,166 - $16,477
690 Added 6.58%
11,171 $266,000
Q1 2025

May 15, 2025
BUY
$23.15 - $23.78 $242,635 - $249,238
10,481 New
10,481 $243,000

Others Institutions Holding IBHI

# of Institutions
69
Shares Held
7.43M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS 2029 TERM HI

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