One Plus One Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
One Plus One Wealth Management, LLC
- $138 Million
- Q3 2025
A detailed history of One Plus One Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, One Plus One Wealth Management, LLC holds 53,631 shares of IBDS stock, worth $1.31 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
53,631
Previous 50,981
5.2%
Holding current value
$1.31 Million
Previous $1.24 Million
5.5%
% of portfolio
0.95%
Previous 0.93%
Shares
4 transactions
Others Institutions Holding IBDS
# of Institutions
416Shares Held
107MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.11MShares$198 Million0.01% of portfolio
-
Capital Advisors Inc4.21MShares$103 Million1.89% of portfolio
-
Morgan Stanley New York, NY3.98MShares$96.9 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC3.7MShares$90.1 Million2.19% of portfolio
-
Hm Payson & CO Portland, ME3.59MShares$87.3 Million1.29% of portfolio