Calton & Associates, Inc. Ishares Ibonds Dec 2025 Term C Transaction History
Calton & Associates, Inc.
- $542 Million
- Q2 2025
A detailed history of Calton & Associates, Inc. transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Calton & Associates, Inc. holds 12,909 shares of IBDQ stock, worth $324,661. This represents 0.06% of its overall portfolio holdings.
Number of Shares
12,909
Previous 14,157
8.82%
Holding current value
$324,661
Previous $356,000
8.71%
% of portfolio
0.06%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding IBDQ
# of Institutions
430Shares Held
94.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.8MShares$171 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC5.21MShares$131 Million2.97% of portfolio
-
Morgan Stanley New York, NY3.79MShares$95.2 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.51MShares$88.2 Million1.31% of portfolio
-
Lido Advisors, LLC Los Angeles, CA2.98MShares$74.8 Million0.29% of portfolio