Beacon Financial Planning, Inc Ishares Ibonds Dec 2025 Term C Transaction History
Beacon Financial Planning, Inc
- $179 Billion
- Q2 2025
A detailed history of Beacon Financial Planning, Inc transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 14,174 shares of IBDQ stock, worth $356,050. This represents 0.2% of its overall portfolio holdings.
Number of Shares
14,174
Previous 14,101
0.52%
Holding current value
$356,050
Previous $355 Million
0.63%
% of portfolio
0.2%
Previous 0.2%
Shares
7 transactions
Others Institutions Holding IBDQ
# of Institutions
431Shares Held
93.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.23MShares$182 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.79MShares$95.1 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.29MShares$82.6 Million1.48% of portfolio
-
Ubs Group Ag2.89MShares$72.7 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA2.64MShares$66.3 Million0.28% of portfolio