Beacon Financial Planning, Inc Ishares Tr Ibonds Dec 2026 Ter Transaction History
Beacon Financial Planning, Inc
- $179 Billion
- Q2 2025
A detailed history of Beacon Financial Planning, Inc transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 9,308 shares of IBDR stock, worth $221,065. This represents 0.13% of its overall portfolio holdings.
Number of Shares
9,308Holding current value
$221,065% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding IBDR
# of Institutions
445Shares Held
107MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.96MShares$213 Million0.02% of portfolio
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Morgan Stanley New York, NY4.18MShares$99.3 Million0.01% of portfolio
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Hm Payson & CO Portland, ME2.76MShares$65.4 Million1.17% of portfolio
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Lido Advisors, LLC Los Angeles, CA2.76MShares$65.4 Million0.27% of portfolio
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Lpl Financial LLC Fort Mill, SC2.62MShares$62.3 Million0.03% of portfolio