True Link Financial Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
True Link Financial Advisors, LLC
- $1.55 Billion
- Q3 2025
A detailed history of True Link Financial Advisors, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, True Link Financial Advisors, LLC holds 66,863 shares of IBTG stock, worth $1.53 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
66,863
Previous 91,181
26.67%
Holding current value
$1.53 Million
Previous $2.09 Million
26.6%
% of portfolio
0.1%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding IBTG
# of Institutions
310Shares Held
77MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
-
Kovitz Investment Group Partners, LLC5.26MShares$120 Million0.56% of portfolio
-
Morgan Stanley New York, NY3.81MShares$87.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$83.4 Million0.01% of portfolio
-
Bailard, Inc.3.1MShares$70.9 Million1.6% of portfolio