Fairhaven Wealth Management, LLC Ishares Ibonds Dec 2025 Term C Transaction History

Fairhaven Wealth Management, LLC

  • $325 Million
  • Q3 2024

A detailed history of Fairhaven Wealth Management, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Fairhaven Wealth Management, LLC holds 34,294 shares of IBDQ stock, worth $860,093. This represents 0.26% of its overall portfolio holdings.

Number of Shares
34,294
Previous 31,413 9.17%
Holding current value
$860,093
Previous $780,000 10.26%
% of portfolio
0.26%
Previous 0.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$24.78 - $25.11 $71,391 - $72,341
2,881 Added 9.17%
34,294 $860,000
Q2 2024

Jul 31, 2024
BUY
$24.69 - $24.86 $65,181 - $65,630
2,640 Added 9.18%
31,413 $780,000
Q1 2024

May 01, 2024
BUY
$24.7 - $24.84 $710,693 - $714,721
28,773 New
28,773 $713,000

Others Institutions Holding IBDQ

# of Institutions
395
Shares Held
82.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS DEC 2025 TERM C

IBDQ Quotes by TradingView
  • Ticker IBDQ
  • Sector ETFs
  • Industry ETFs
More about IBDQ
Track This Portfolio

Track Fairhaven Wealth Management, LLC Portfolio

Follow Fairhaven Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fairhaven Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fairhaven Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email