Beacon Financial Planning, Inc Ishares Ibonds Dec 2025 Term C Transaction History
Beacon Financial Planning, Inc
- $174 Billion
- Q1 2025
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 14,101 shares of IBDQ stock, worth $354,781. This represents 0.2% of its overall portfolio holdings.
Number of Shares
14,101
Previous 14,055
0.33%
Holding current value
$354,781
Previous $352 Million
0.73%
% of portfolio
0.2%
Previous 0.2%
Shares
6 transactions
Others Institutions Holding IBDQ
# of Institutions
434Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.23MShares$182 Million0.02% of portfolio
-
Gamma Investing LLC Foster City, CA5.06MShares$127 Million1.07% of portfolio
-
Morgan Stanley New York, NY3.79MShares$95.2 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.29MShares$82.7 Million1.48% of portfolio
-
Ubs Group Ag2.89MShares$72.8 Million0.01% of portfolio