Trinity Wealth Management, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Trinity Wealth Management, LLC
- $255 Million
- Q3 2025
A detailed history of Trinity Wealth Management, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 8,522 shares of IBDQ stock, worth $214,072. This represents 0.08% of its overall portfolio holdings.
Number of Shares
8,522
Previous 8,522
-0.0%
Holding current value
$214,072
Previous $214,000
-0.0%
% of portfolio
0.08%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding IBDQ
# of Institutions
436Shares Held
95.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.8MShares$171 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC5.21MShares$131 Million2.97% of portfolio
-
Morgan Stanley New York, NY3.79MShares$95.1 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.29MShares$82.6 Million1.48% of portfolio
-
Lido Advisors, LLC Los Angeles, CA2.98MShares$74.7 Million0.29% of portfolio