Uma Financial Services, Inc. Ishares Ibonds Dec 2025 Term C Transaction History
Uma Financial Services, Inc.
- $601 Million
- Q2 2025
A detailed history of Uma Financial Services, Inc. transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Uma Financial Services, Inc. holds 14,552 shares of IBDQ stock, worth $365,982. This represents 0.06% of its overall portfolio holdings.
Number of Shares
14,552
Previous 8,441
72.4%
Holding current value
$365,982
Previous $212,000
72.64%
% of portfolio
0.06%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding IBDQ
# of Institutions
428Shares Held
94.4MCall 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$95.2 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.51MShares$88.2 Million1.31% of portfolio
-
Lido Advisors, LLC Los Angeles, CA2.98MShares$74.8 Million0.29% of portfolio