Next Level Wealth Planning, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Next Level Wealth Planning, LLC

  • $177 Billion
  • Q3 2025

A detailed history of Next Level Wealth Planning, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 11,367 shares of IBDS stock, worth $275,877. This represents 0.16% of its overall portfolio holdings.

Number of Shares
11,367
Holding current value
$275,877
% of portfolio
0.16%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$24.14 - $24.34 $274,399 - $276,672
11,367 New
11,367 $277 Million

Others Institutions Holding IBDS

# of Institutions
433
Shares Held
110M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBDS Quotes by TradingView
  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
Track This Portfolio

Track Next Level Wealth Planning, LLC Portfolio

Follow Next Level Wealth Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Next Level Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Next Level Wealth Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email