Connecticut Wealth Management, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Connecticut Wealth Management, LLC
- $2.23 Billion
- Q3 2025
A detailed history of Connecticut Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 1,317,353 shares of IBTF stock, worth $30.7 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
1,317,353
Previous 1,180,466
11.6%
Holding current value
$30.7 Million
Previous $27.6 Million
11.64%
% of portfolio
1.38%
Previous 1.32%
Shares
9 transactions
Others Institutions Holding IBTF
# of Institutions
334Shares Held
68.5MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.14MShares$120 Million1.78% of portfolio
-
Bank Of America Corp Charlotte, NC4.04MShares$94.2 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.56MShares$82.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.98MShares$69.5 Million0.02% of portfolio
-
Colony Group LLC Boston, MA2.65MShares$61.7 Million0.92% of portfolio