Life Plan Financial, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Life Plan Financial, LLC

$121 Billion
Q2 2025

A detailed history of Life Plan Financial, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Life Plan Financial, LLC holds 102,340 shares of IBDT stock, worth $2.59 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares

102,340

Previous 103,545 1.16%

Holding current value

$2.59 Million

Previous $2.62 Billion 0.54%

% of portfolio

2.16%

Previous 2.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	SELL	$24.94 - $25.42 $30,052 - $30,631	-1,205 Reduced 1.16%	102,340 $2.6 Billion
Q1 2025 Apr 25, 2025	BUY	$24.79 - $25.26 $80,592 - $82,120	3,251 Added 3.24%	103,545 $2.62 Billion
Q4 2024 Jan 16, 2025	BUY	$24.82 - $25.48 $44,874 - $46,067	1,808 Added 1.84%	100,294 $2.5 Billion
Q3 2024 Oct 03, 2024	BUY	$24.62 - $25.59 $36,437 - $37,873	1,480 Added 1.53%	98,486 $2.51 Billion
Q2 2024 Jul 30, 2024	BUY	$24.4 - $24.86 $50,386 - $51,335	2,065 Added 2.18%	97,006 $2.4 Billion
Q1 2024 Apr 30, 2024	BUY	$24.69 - $25.14 $85,698 - $87,260	3,471 Added 3.79%	94,941 $2.36 Billion
Q4 2023 Jan 30, 2024	BUY	$23.63 - $25.1 $2.16 Million - $2.3 Million	91,470 New	91,470 $2.29 Billion

Others Institutions Holding IBDT

# of Institutions

363

Shares Held

89.7M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
Sector ETFs
Industry ETFs

More about IBDT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Plan Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Life Plan Financial, LLC with notifications on news.

Account

Life Plan Financial, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History