Kfg Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Kfg Wealth Management, LLC
- $472 Million
- Q3 2025
A detailed history of Kfg Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 11,387 shares of IBTI stock, worth $255,410. This represents 0.05% of its overall portfolio holdings.
Number of Shares
11,387
Previous 9,299
22.45%
Holding current value
$255,410
Previous $207,000
22.71%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding IBTI
# of Institutions
202Shares Held
39.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.28MShares$73.6 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA2.47MShares$55.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.26MShares$50.8 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.36MShares$30.5 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.27MShares$28.4 Million0.15% of portfolio