Ibex Wealth Advisors Ishares Ibonds Dec 2025 Term C Transaction History
Ibex Wealth Advisors
- $728 Million
- Q1 2025
Shares
4 transactions
Others Institutions Holding IBDQ
# of Institutions
430Shares Held
96.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.23MShares$182 Million0.02% of portfolio
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Morgan Stanley New York, NY3.79MShares$95.3 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.29MShares$82.8 Million1.48% of portfolio
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Ubs Group Ag2.89MShares$72.9 Million0.01% of portfolio
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Lido Advisors, LLC Los Angeles, CA2.64MShares$66.4 Million0.28% of portfolio