Fullcircle Wealth LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Fullcircle Wealth LLC
- $252 Million
- Q3 2025
A detailed history of Fullcircle Wealth LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Fullcircle Wealth LLC holds 28,488 shares of IBTI stock, worth $636,706. This represents 0.25% of its overall portfolio holdings.
Number of Shares
28,488
Previous 28,942
1.57%
Holding current value
$636,706
Previous $647,000
1.55%
% of portfolio
0.25%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding IBTI
# of Institutions
213Shares Held
41.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.32MShares$74.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA2.39MShares$53.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.37MShares$53 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.51MShares$33.7 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.06MShares$23.6 Million0.04% of portfolio