Houlihan Financial Resource Group, Ltd. Ishares Tr Ibonds Dec 2026 Ter Transaction History
Houlihan Financial Resource Group, Ltd.
- $114 Million
- Q3 2025
A detailed history of Houlihan Financial Resource Group, Ltd. transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Houlihan Financial Resource Group, Ltd. holds 98,055 shares of IBDR stock, worth $2.33 Million. This represents 2.05% of its overall portfolio holdings.
Number of Shares
98,055
Previous 220,299
55.49%
Holding current value
$2.33 Million
Previous $5.34 Million
56.39%
% of portfolio
2.05%
Previous 2.21%
Shares
13 transactions
Others Institutions Holding IBDR
# of Institutions
461Shares Held
114MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.97MShares$213 Million0.02% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC6.01MShares$143 Million3.56% of portfolio
-
Morgan Stanley New York, NY4.27MShares$101 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.56MShares$84.5 Million1.25% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.14MShares$74.5 Million0.29% of portfolio