A detailed history of Spinnaker Trust transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Spinnaker Trust holds 50,693 shares of IBMO stock, worth $1.3 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
50,693
Previous 47,700 6.27%
Holding current value
$1.3 Million
Previous $1.22 Million 6.38%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 05, 2025

BUY
$25.58 - $25.72 $76,560 - $76,979
2,993 Added 6.27%
50,693 $1.3 Million
Q2 2025

Aug 04, 2025

BUY
$25.32 - $25.63 $66,211 - $67,022
2,615 Added 5.8%
47,700 $1.22 Million
Q1 2025

Apr 25, 2025

BUY
$25.45 - $25.6 $281,477 - $283,136
11,060 Added 32.51%
45,085 $1.15 Million
Q4 2024

Jan 30, 2025

BUY
$25.4 - $25.62 $77,698 - $78,371
3,059 Added 9.88%
34,025 $866,000
Q3 2024

Oct 31, 2024

SELL
$25.26 - $25.66 $23,618 - $23,992
-935 Reduced 2.93%
30,966 $794,000
Q2 2024

Jul 31, 2024

SELL
$25.16 - $25.33 $7,321 - $7,371
-291 Reduced 0.9%
31,901 $807,000
Q1 2024

May 06, 2024

BUY
$25.35 - $25.52 $513,236 - $516,677
20,246 Added 169.48%
32,192 $816,000
Q4 2023

Feb 02, 2024

BUY
$24.71 - $25.52 $295,185 - $304,861
11,946 New
11,946 $304,000

Others Institutions Holding IBMO

About ISHARES TR IBONDS DECEMBER 202


  • Ticker IBMO
  • Sector ETFs
  • Industry ETFs
More about IBMO
Track This Portfolio

Track Spinnaker Trust Portfolio

Follow Spinnaker Trust and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spinnaker Trust, based on Form 13F filings with the SEC.

News

Stay updated on Spinnaker Trust with notifications on news.