Highland Financial Advisors, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Highland Financial Advisors, LLC
- $308 Million
- Q2 2025
A detailed history of Highland Financial Advisors, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 11,110 shares of IBDU stock, worth $260,196. This represents 0.08% of its overall portfolio holdings.
Number of Shares
11,110
Previous 11,110
-0.0%
Holding current value
$260,196
Previous $256,000
1.17%
% of portfolio
0.08%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding IBDU
# of Institutions
329Shares Held
97.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.36MShares$149 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC5.03MShares$118 Million1.05% of portfolio
-
Morgan Stanley New York, NY4.51MShares$106 Million0.01% of portfolio
-
Capital Advisors Inc4.46MShares$105 Million1.92% of portfolio
-
Shufro Rose & CO LLC3.54MShares$82.9 Million7.36% of portfolio