1858 Wealth Management, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
1858 Wealth Management, LLC
- $122 Billion
- Q3 2024
A detailed history of 1858 Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, 1858 Wealth Management, LLC holds 121,979 shares of IBTF stock, worth $2.84 Million. This represents 2.35% of its overall portfolio holdings.
Number of Shares
121,979
Previous 119,705
1.9%
Holding current value
$2.84 Million
Previous $2.78 Billion
2.78%
% of portfolio
2.35%
Previous 2.31%
Shares
3 transactions
Others Institutions Holding IBTF
# of Institutions
280Shares Held
69.6MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME3.85MShares$89.5 Million1.55% of portfolio
-
Ubs Group Ag3.64MShares$84.8 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.62MShares$84.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.52MShares$81.8 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.87MShares$66.9 Million0.02% of portfolio