Congress Wealth Management LLC Ishares Ibonds Dec 2025 Term C Transaction History
Congress Wealth Management LLC
- $9.76 Billion
- Q2 2025
A detailed history of Congress Wealth Management LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Congress Wealth Management LLC holds 513,564 shares of IBDQ stock, worth $12.9 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
513,564Holding current value
$12.9 Million% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding IBDQ
# of Institutions
436Shares Held
95.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.8MShares$171 Million0.01% of portfolio
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Laurel Wealth Advisors LLC Charlotte, NC5.21MShares$131 Million2.97% of portfolio
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Morgan Stanley New York, NY3.79MShares$95.1 Million0.01% of portfolio
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Hm Payson & CO Portland, ME3.29MShares$82.6 Million1.48% of portfolio
-
Lido Advisors, LLC Los Angeles, CA2.98MShares$74.7 Million0.29% of portfolio