Occidental Asset Management, LLC Ishares Tr Ibonds 2029 Term Hi Transaction History
Occidental Asset Management, LLC
- $717 Million
- Q2 2025
A detailed history of Occidental Asset Management, LLC transactions in Ishares Tr Ibonds 2029 Term Hi stock. As of the latest transaction made, Occidental Asset Management, LLC holds 10,481 shares of IBHI stock, worth $247,456. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,481
Previous 10,481
-0.0%
Holding current value
$247,456
Previous $243,000
2.06%
% of portfolio
0.03%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding IBHI
# of Institutions
62Shares Held
4.36MCall Options Held
0Put Options Held
0-
Lbmc Investment Advisors, LLC944KShares$22.3 Million1.47% of portfolio
-
Morgan Stanley New York, NY431KShares$10.2 Million0.0% of portfolio
-
Keeler T Homas Management LLC392KShares$9.26 Million4.2% of portfolio
-
Commonwealth Equity Services, LLC324KShares$7.65 Million0.01% of portfolio
-
Commonwealth Financial Services, LLC Parkersburg, WV306KShares$7.23 Million1.4% of portfolio