Beacon Financial Group Ishares Tr Ibonds Dec 2029 Ter Transaction History
Beacon Financial Group
- $944 Million
- Q3 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 66,899 shares of IBDU stock, worth $1.57 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
66,899
Previous 52,475
27.49%
Holding current value
$1.57 Million
Previous $1.22 Million
28.27%
% of portfolio
0.17%
Previous 0.14%
Shares
8 transactions
Others Institutions Holding IBDU
# of Institutions
337Shares Held
100MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.36MShares$150 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC5.03MShares$118 Million1.05% of portfolio
-
Capital Advisors Inc4.67MShares$110 Million1.87% of portfolio
-
Morgan Stanley New York, NY4.51MShares$106 Million0.01% of portfolio
-
Shufro Rose & CO LLC3.54MShares$83.3 Million7.36% of portfolio