A detailed history of Prosperity Planning, Inc. transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Prosperity Planning, Inc. holds 19,977 shares of IBDQ stock, worth $502,621. This represents 0.16% of its overall portfolio holdings.

Number of Shares
19,977
Previous 15,867 25.9%
Holding current value
$502,621
Previous $397,000 26.45%
% of portfolio
0.16%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025

BUY
$25.05 - $25.16 $102,955 - $103,407
4,110 Added 25.9%
19,977 $502,000
Q2 2024

Jul 23, 2024

BUY
$24.69 - $24.86 $19,974 - $20,111
809 Added 5.37%
15,867 $394,000
Q4 2023

Feb 05, 2024

BUY
$24.29 - $24.76 $365,758 - $372,836
15,058 New
15,058 $372,000
Q1 2021

Apr 12, 2021

BUY
$26.73 - $27.32 $49,797 - $50,897
1,863 New
1,863 $50,000

Others Institutions Holding IBDQ

About ISHARES IBONDS DEC 2025 TERM C


  • Ticker IBDQ
  • Sector ETFs
  • Industry ETFs
More about IBDQ
Track This Portfolio

Track Prosperity Planning, Inc. Portfolio

Follow Prosperity Planning, Inc. 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 Prosperity Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Prosperity Planning, Inc. with notifications on news.