Patriot Investment Management Inc. Ishares Tr Ibonds Dec 2027 Ter Transaction History

Patriot Investment Management Inc.

$1.32 Billion
Q1 2025

A detailed history of Patriot Investment Management Inc. transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Patriot Investment Management Inc. holds 21,542 shares of IBDS stock, worth $518,515. This represents 0.04% of its overall portfolio holdings.

Number of Shares

21,542

Previous 20,707 4.03%

Holding current value

$518,515

Previous $496,000 4.84%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$23.9 - $24.18 $19,956 - $20,190	835 Added 4.03%	21,542 $520,000
Q4 2024 Jan 21, 2025	BUY	$23.88 - $24.32 $231,683 - $235,952	9,702 Added 88.16%	20,707 $496,000
Q3 2024 Oct 11, 2024	BUY	$23.63 - $24.42 $24,220 - $25,030	1,025 Added 10.27%	11,005 $268,000
Q4 2023 Jan 17, 2024	BUY	$22.84 - $23.94 $227,943 - $238,921	9,980 New	9,980 $238,000
Q4 2022 Feb 14, 2023	BUY	$22.55 - $23.67 $107,225 - $112,550	4,755 New	4,755 $111,000
Q3 2020 Oct 23, 2020	SELL	$26.95 - $27.49 $118,175 - $120,543	-4,385 Closed	0 $0
Q2 2020 Aug 11, 2020	BUY	$24.26 - $27.02 $106,380 - $118,482	4,385 New	4,385 $118,000

Others Institutions Holding IBDS

# of Institutions

384

Shares Held

103M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
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Patriot Investment Management Inc. Ishares Tr Ibonds Dec 2027 Ter Transaction History