Uma Financial Services, Inc. Ishares Tr Ibonds Dec 2028 Ter Transaction History

Uma Financial Services, Inc.

  • $648 Million
  • Q3 2025

A detailed history of Uma Financial Services, Inc. transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Uma Financial Services, Inc. holds 8,630 shares of IBDT stock, worth $219,374. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,630
Previous 8,556 0.86%
Holding current value
$219,374
Previous $217,000 1.38%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 04, 2025
BUY
$25.24 - $25.56 $1,867 - $1,891
74 Added 0.86%
8,630 $220,000
Q2 2025

Jul 11, 2025
BUY
$24.94 - $25.42 $51,999 - $53,000
2,085 Added 32.22%
8,556 $217,000
Q1 2025

Apr 28, 2025
BUY
$24.79 - $25.26 $95,466 - $97,276
3,851 Added 146.98%
6,471 $163,000
Q4 2024

Feb 12, 2025
BUY
$24.82 - $25.48 $65,028 - $66,757
2,620 New
2,620 $65,000

Others Institutions Holding IBDT

# of Institutions
414
Shares Held
95.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBDT Quotes by TradingView
  • Ticker IBDT
  • Sector ETFs
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More about IBDT
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