Endowment Wealth Management, Inc. Ishares Ibonds Dec 2025 Term C Transaction History
Endowment Wealth Management, Inc.
- $140 Million
- Q1 2025
A detailed history of Endowment Wealth Management, Inc. transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 64,761 shares of IBDQ stock, worth $1.63 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
64,761
Previous 33,424
93.76%
Holding current value
$1.63 Million
Previous $837,000
94.5%
% of portfolio
1.16%
Previous 0.63%
Shares
2 transactions
Others Institutions Holding IBDQ
# of Institutions
434Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.23MShares$182 Million0.02% of portfolio
-
Gamma Investing LLC Foster City, CA5.06MShares$127 Million1.07% of portfolio
-
Morgan Stanley New York, NY3.79MShares$95.2 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.29MShares$82.7 Million1.48% of portfolio
-
Ubs Group Ag2.89MShares$72.8 Million0.01% of portfolio