Beacon Financial Planning, Inc Ishares Ibonds Dec 2025 Term C Transaction History
Beacon Financial Planning, Inc
- $162 Billion
- Q3 2024
A detailed history of Beacon Financial Planning, Inc transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 12,735 shares of IBDQ stock, worth $318,757. This represents 0.2% of its overall portfolio holdings.
Number of Shares
12,735
Previous 14,801
13.96%
Holding current value
$318,757
Previous $368 Million
13.13%
% of portfolio
0.2%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding IBDQ
# of Institutions
396Shares Held
82.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.49MShares$162 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.68MShares$92.2 Million0.01% of portfolio
-
Ubs Group Ag3.15MShares$78.9 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME2.76MShares$69.1 Million1.19% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.26MShares$56.4 Million0.12% of portfolio