Life Plan Financial, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History

Life Plan Financial, LLC

$130 Billion
Q4 2025

A detailed history of Life Plan Financial, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Life Plan Financial, LLC holds 115,595 shares of IBDU stock, worth $2.7 Million. This represents 2.07% of its overall portfolio holdings.

Number of Shares

115,595

Previous 113,667 1.7%

Holding current value

$2.7 Million

Previous $2.67 Billion 1.41%

% of portfolio

2.07%

Previous 2.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	$23.35 - $23.55 $45,018 - $45,404	1,928 Added 1.7%	115,595 $2.71 Billion
Q3 2025 Nov 13, 2025	BUY	$23.13 - $23.54 $44,594 - $45,385	1,928 Added 1.73%	113,667 $2.67 Billion
Q2 2025 Jul 09, 2025	BUY	$22.7 - $23.33 $2.54 Million - $2.61 Million	111,739 New	111,739 $2.61 Billion
Q4 2024 Jan 16, 2025	BUY	$22.71 - $23.47 $2.49 Million - $2.57 Million	109,647 New	109,647 $2.5 Billion
Q2 2024 Jul 30, 2024	BUY	$22.29 - $22.77 $500,744 - $511,528	22,465 Added 33.82%	88,900 $2.02 Billion

Q1 2024 Apr 30, 2024	BUY	$22.61 - $23.1 $555,595 - $567,636	24,573 Added 58.7%	66,435 $1.52 Billion
Q4 2023 Jan 30, 2024	BUY	$21.44 - $23.11 $897,521 - $967,430	41,862 New	41,862 $966 Million

Others Institutions Holding IBDU

# of Institutions

349

Shares Held

103M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2029 TER

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Life Plan Financial, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History