Trinity Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Trinity Wealth Management, LLC
- $274 Million
- Q4 2025
A detailed history of Trinity Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 9,708 shares of IBDR stock, worth $230,565. This represents 0.08% of its overall portfolio holdings.
Number of Shares
9,708Holding current value
$230,565% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding IBDR
# of Institutions
465Shares Held
107MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.23MShares$219 Million0.02% of portfolio
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Morgan Stanley New York, NY3.71MShares$88.1 Million0.01% of portfolio
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Lido Advisors, LLC Los Angeles, CA3.59MShares$85.3 Million0.27% of portfolio
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Mercer Global Advisors Inc Denver, CO3.58MShares$85 Million0.14% of portfolio
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Hm Payson & CO Portland, ME3.56MShares$84.5 Million1.25% of portfolio