Asset Dedication, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
Asset Dedication, LLC
- $1.35 Billion
- Q2 2025
A detailed history of Asset Dedication, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Asset Dedication, LLC holds 20,430 shares of IBTJ stock, worth $450,890. This represents 0.03% of its overall portfolio holdings.
Number of Shares
20,430
Previous 16,809
21.54%
Holding current value
$450,890
Previous $365,000
22.47%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding IBTJ
# of Institutions
168Shares Held
26MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.94MShares$42.8 Million5.58% of portfolio
-
Wells Fargo & Company San Francisco, CA1.5MShares$33.2 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.02MShares$22.5 Million0.01% of portfolio
-
Envestnet Asset Management Inc971KShares$21.4 Million0.01% of portfolio
-
Hengehold Capital Management LLC963KShares$21.3 Million1.85% of portfolio