Dakota Wealth Management
Position in IBDT — iShares iBonds Dec 2028 Term Corporate ETF
CIK 1631353
PALM BEACH GARDENS, FL
All Filings in IBDT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 IBDT | $229,140 | 9,000 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 IBDT | $239,888 | 9,400 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 IBDT | $264,368 | 10,400 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 IBDT | $277,860 | 11,000 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 IBDT | $273,900 | 11,000 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||