Beacon Financial Planning, Inc Ishares Tr Ibonds Dec 2025 Ter Transaction History
Beacon Financial Planning, Inc
- $162 Billion
- Q3 2024
A detailed history of Beacon Financial Planning, Inc transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 20,550 shares of IBTF stock, worth $479,431. This represents 0.3% of its overall portfolio holdings.
Number of Shares
20,550
Previous 15,934
28.97%
Holding current value
$479,431
Previous $370 Million
30.08%
% of portfolio
0.3%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding IBTF
# of Institutions
278Shares Held
69.1MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME3.85MShares$89.7 Million1.55% of portfolio
-
Ubs Group Ag3.64MShares$85 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.62MShares$84.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.52MShares$82 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.87MShares$67 Million0.02% of portfolio