Ownership history in American Trust · 5 quarters on record
This page tracks every 13F SEC filing in which American Trust reported a position in iShares iBonds Dec 2025 Term Co (IBDQ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 17,191 | — | 0% | 0.04% | $433K | $24.93 |
| 2025 Q2 | UNCHANGED | 17,191 | — | 0% | 0.04% | $433K | $24.66 |
| 2025 Q1 | ADDED | 17,191 | +531 | +3.2% | 0.11% | $432K | $24.38 |
| 2024 Q4 | UNCHANGED | 16,660 | — | 0% | 0.03% | $417K | $24.12 |
| 2024 Q3 | INITIATED | 16,660 | — | — | 0.03% | $418K | $23.86 |
As of 2025 Q4 — sorted by position size