Klingman & Associates, LLC quarter change: USA Bonds: Other Debt, Sold out
In other debt filed by principal amount (debentures, bonds) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Klingman & Associates, LLC opened 0 positions, added to 0, reduced 0, sold out of 2 and left 0 unchanged. The largest increase in value was IBDR (-$446,162); the largest decrease was IBDS (-$23,889,168).
- IBDS: Country of operation —; Class IBONDS 27 ETF; Principal 2026-03-31 $985,527; Principal 2026-06-30 $0.
- IBDR: Country of operation —; Class IBONDS DEC2026; Principal 2026-03-31 $18,406; Principal 2026-06-30 $0.
Two Form 13F-HR filings compared (SEC CIK 1662449): 2026-03-31 (filed 2026-05-14) and 2026-06-30 (filed 2026-07-29). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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