Endowment Wealth Management, Inc. Ishares Ibonds Dec 2025 Term C Transaction History
Endowment Wealth Management, Inc.
- $159 Million
- Q2 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 68,672 shares of IBDQ stock, worth $1.73 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
68,672
Previous 64,761
6.04%
Holding current value
$1.73 Million
Previous $1.63 Million
6.2%
% of portfolio
1.09%
Previous 1.16%
Shares
3 transactions
Others Institutions Holding IBDQ
# of Institutions
437Shares Held
95.4MCall 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$95.1 Million0.01% of portfolio
-
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