Bwm Planning, LLC Ishares Tr Ibonds 2026 Term Hi Transaction History

Bwm Planning, LLC

$236 Billion
Q1 2025

A detailed history of Bwm Planning, LLC transactions in Ishares Tr Ibonds 2026 Term Hi stock. As of the latest transaction made, Bwm Planning, LLC holds 20,223 shares of IBHF stock, worth $468,769. This represents 0.2% of its overall portfolio holdings.

Number of Shares

20,223

Holding current value

$468,769

% of portfolio

0.2%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	BUY	$23.13 - $23.41 $467,757 - $473,420	20,223 New	20,223 $470 Million

Others Institutions Holding IBHF

# of Institutions

136

Shares Held

26.9M

Call Options Held

Put Options Held

Gamma Investing LLC Foster City, CA

5.79M
Shares

$134 Million
1.33% of portfolio
Bank Of America Corp Charlotte, NC

2.1M
Shares

$48.6 Million
0.0% of portfolio
Morgan Stanley New York, NY

2.03M
Shares

$47.2 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

1.09M
Shares

$25.3 Million
0.09% of portfolio
Private Advisor Group, LLC

1.02M
Shares

$23.6 Million
0.15% of portfolio

View Full List

About ISHARES TR IBONDS 2026 TERM HI

Ticker IBHF
Sector ETFs
Industry ETFs

More about IBHF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bwm Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bwm Planning, LLC with notifications on news.

Account