Beacon Financial Group Ishares Tr Ibonds Dec 2029 Ter Transaction History
Beacon Financial Group
- $896 Million
- Q2 2025
A detailed history of Beacon Financial Group transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Beacon Financial Group holds 52,475 shares of IBDU stock, worth $1.22 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
52,475
Previous 44,509
17.9%
Holding current value
$1.22 Million
Previous $1.03 Million
18.95%
% of portfolio
0.14%
Previous 0.12%
Shares
7 transactions
Others Institutions Holding IBDU
# of Institutions
321Shares Held
95.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.12MShares$143 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC5.03MShares$117 Million1.05% of portfolio
-
Capital Advisors Inc4.46MShares$104 Million1.92% of portfolio
-
Morgan Stanley New York, NY4.08MShares$95.1 Million0.01% of portfolio
-
Shufro Rose & CO LLC3.54MShares$82.5 Million7.36% of portfolio