Asset Dedication, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Asset Dedication, LLC
- $1.35 Billion
- Q2 2025
A detailed history of Asset Dedication, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Asset Dedication, LLC holds 30,938 shares of IBTG stock, worth $709,408. This represents 0.05% of its overall portfolio holdings.
Number of Shares
30,938
Previous 27,872
11.0%
Holding current value
$709,408
Previous $639,000
10.95%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding IBTG
# of Institutions
300Shares Held
72.6MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
-
Kovitz Investment Group Partners, LLC5.26MShares$121 Million0.56% of portfolio
-
Morgan Stanley New York, NY3.81MShares$87.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$83.5 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.89MShares$66.3 Million0.01% of portfolio