New England Private Wealth Advisors LLC Ishares Ibonds Dec 2025 Term C Transaction History
New England Private Wealth Advisors LLC
- $627 Million
- Q1 2025
A detailed history of New England Private Wealth Advisors LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 260,462 shares of IBDQ stock, worth $6.55 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
260,462
Previous 282,843
7.91%
Holding current value
$6.55 Million
Previous $7.09 Million
7.55%
% of portfolio
1.04%
Previous 1.15%
Shares
9 transactions
Others Institutions Holding IBDQ
# of Institutions
428Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.89MShares$173 Million0.01% of portfolio
-
Gamma Investing LLC Foster City, CA5.06MShares$127 Million1.07% of portfolio
-
Morgan Stanley New York, NY4.11MShares$103 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.29MShares$82.7 Million1.48% of portfolio
-
Ubs Group Ag3.18MShares$80 Million0.02% of portfolio