Fullcircle Wealth LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Fullcircle Wealth LLC
- $252 Million
- Q3 2025
A detailed history of Fullcircle Wealth LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Fullcircle Wealth LLC holds 55,070 shares of IBTG stock, worth $1.26 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
55,070
Previous 58,474
5.82%
Holding current value
$1.26 Million
Previous $1.34 Million
5.75%
% of portfolio
0.5%
Previous 0.55%
Shares
5 transactions
Others Institutions Holding IBTG
# of Institutions
311Shares Held
78.2MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
-
Kovitz Investment Group Partners, LLC4.99MShares$114 Million0.49% of portfolio
-
Morgan Stanley New York, NY3.9MShares$89.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$81.8 Million0.01% of portfolio
-
Bailard, Inc.3.1MShares$70.9 Million1.6% of portfolio