Tempus Wealth Planning, LLC Ishares Core Total Usd Bond Ma Transaction History
Tempus Wealth Planning, LLC
- $386 Million
- Q3 2025
A detailed history of Tempus Wealth Planning, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 38,166 shares of IUSB stock, worth $1.78 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
38,166
Previous 47,012
18.82%
Holding current value
$1.78 Million
Previous $2.17 Million
17.99%
% of portfolio
0.46%
Previous 0.6%
Shares
14 transactions
Others Institutions Holding IUSB
# of Institutions
845Shares Held
688MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc123MShares$5.74 Billion1.78% of portfolio
-
Jones Financial Companies Lllp71.4MShares$3.32 Billion2.29% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.79 Billion0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA46.6MShares$2.17 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.5MShares$2.08 Billion0.65% of portfolio