High Note Wealth, LLC Ishares Tr Ibonds 2027 Term Hi Transaction History
High Note Wealth, LLC
- $483 Million
- Q3 2025
A detailed history of High Note Wealth, LLC transactions in Ishares Tr Ibonds 2027 Term Hi stock. As of the latest transaction made, High Note Wealth, LLC holds 3,551 shares of IBHG stock, worth $79,187. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,551
Previous 2,750
29.13%
Holding current value
$79,187
Previous $61,000
29.51%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IBHG
# of Institutions
101Shares Held
9.83MCall Options Held
0Put Options Held
0-
Lbmc Investment Advisors, LLC1.46MShares$32.5 Million2.15% of portfolio
-
Northwestern Mutual Wealth Management CO821KShares$18.3 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ741KShares$16.5 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC688KShares$15.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA576KShares$12.8 Million0.0% of portfolio