Beacon Financial Planning, Inc Ishares Ibonds Dec 2025 Term C Transaction History
Beacon Financial Planning, Inc
- $172 Billion
- Q4 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 14,055 shares of IBDQ stock, worth $353,202. This represents 0.2% of its overall portfolio holdings.
Number of Shares
14,055
Previous 12,735
10.37%
Holding current value
$353,202
Previous $320 Million
10.15%
% of portfolio
0.2%
Previous 0.2%
Shares
5 transactions
Others Institutions Holding IBDQ
# of Institutions
401Shares Held
85.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.49MShares$163 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.68MShares$92.6 Million0.01% of portfolio
-
Ubs Group Ag3.15MShares$79.3 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME2.76MShares$69.4 Million1.19% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.26MShares$56.7 Million0.12% of portfolio