Valley Forge Investment Consultants Inc Adv Ishares Ibonds Dec 2025 Term C Transaction History
Valley Forge Investment Consultants Inc Adv
- $310 Million
- Q2 2025
A detailed history of Valley Forge Investment Consultants Inc Adv transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Valley Forge Investment Consultants Inc Adv holds 12,811 shares of IBDQ stock, worth $321,940. This represents 0.1% of its overall portfolio holdings.
Number of Shares
12,811
Previous 12,680
1.03%
Holding current value
$321,940
Previous $318,000
1.26%
% of portfolio
0.1%
Previous 0.11%
Shares
6 transactions
Others Institutions Holding IBDQ
# of Institutions
437Shares Held
95.4MCall 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$95.1 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.29MShares$82.6 Million1.48% of portfolio
-
Lido Advisors, LLC Los Angeles, CA2.98MShares$74.8 Million0.29% of portfolio