Asset Dedication, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Asset Dedication, LLC
- $1.45 Billion
- Q3 2025
A detailed history of Asset Dedication, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Asset Dedication, LLC holds 803 shares of IBMQ stock, worth $20,476. This represents 0.0% of its overall portfolio holdings.
Number of Shares
803
Previous 2,004
59.93%
Holding current value
$20,476
Previous $50,000
60.0%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding IBMQ
# of Institutions
179Shares Held
18.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.12MShares$53.9 Million0.0% of portfolio
-
Vishria Bird Financial Group, LLC1.14MShares$29.2 Million6.63% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH913KShares$23.3 Million0.32% of portfolio
-
Mercer Global Advisors Inc Denver, CO900KShares$23 Million0.04% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC754KShares$19.2 Million0.54% of portfolio