Beacon Financial Group Ishares Tr Ibonds Dec 2027 Ter Transaction History
Beacon Financial Group
- $944 Million
- Q3 2025
A detailed history of Beacon Financial Group transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Beacon Financial Group holds 71,301 shares of IBDS stock, worth $1.74 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
71,301
Previous 57,802
23.35%
Holding current value
$1.74 Million
Previous $1.4 Million
23.75%
% of portfolio
0.18%
Previous 0.16%
Shares
8 transactions
Others Institutions Holding IBDS
# of Institutions
419Shares Held
109MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.11MShares$198 Million0.01% of portfolio
-
Capital Advisors Inc4.41MShares$107 Million1.83% of portfolio
-
Morgan Stanley New York, NY3.98MShares$96.9 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC3.7MShares$90.1 Million2.19% of portfolio
-
Hm Payson & CO Portland, ME3.59MShares$87.3 Million1.29% of portfolio