Peak Financial Management, Inc. Ishares Core 10+ Year Usd Bond Transaction History
Peak Financial Management, Inc.
- $338 Million
- Q2 2025
A detailed history of Peak Financial Management, Inc. transactions in Ishares Core 10+ Year Usd Bond stock. As of the latest transaction made, Peak Financial Management, Inc. holds 52,564 shares of ILTB stock, worth $2.59 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
52,564
Previous 174,045
69.8%
Holding current value
$2.59 Million
Previous $8.7 Million
70.16%
% of portfolio
0.77%
Previous 2.63%
Shares
16 transactions
Others Institutions Holding ILTB
# of Institutions
102Shares Held
6.77MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.1MShares$104 Million0.01% of portfolio
-
Ae Wealth Management LLC1.01MShares$49.6 Million0.42% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN420KShares$20.7 Million0.01% of portfolio
-
Focus Financial Network, Inc. Minneapolis, MN233KShares$11.5 Million0.45% of portfolio
-
Cedar Mountain Advisors, LLC229KShares$11.3 Million2.38% of portfolio