Sage View Advisory Group, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Sage View Advisory Group, LLC
- $2.32 Trillion
- Q4 2024
Shares
5 transactions
Others Institutions Holding IBDQ
# of Institutions
410Shares Held
90.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.49MShares$163 Million0.01% of portfolio
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Morgan Stanley New York, NY3.68MShares$92.5 Million0.01% of portfolio
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Ubs Group Ag3.15MShares$79.2 Million0.02% of portfolio
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Hm Payson & CO Portland, ME3.04MShares$76.4 Million1.32% of portfolio
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Envestnet Asset Management Inc2.36MShares$59.2 Million0.02% of portfolio