Waterford Advisors, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Waterford Advisors, LLC
- $239 Million
- Q2 2024
A detailed history of Waterford Advisors, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Waterford Advisors, LLC holds 11,771 shares of IBDQ stock, worth $294,745. This represents 0.12% of its overall portfolio holdings.
Number of Shares
11,771
Previous 11,751
0.17%
Holding current value
$294,745
Previous $291,000
0.34%
% of portfolio
0.12%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding IBDQ
# of Institutions
381Shares Held
79.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.46MShares$187 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.42MShares$85.7 Million0.01% of portfolio
-
Ubs Group Ag3.03MShares$75.9 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME2.68MShares$67.1 Million1.21% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.35MShares$58.9 Million0.15% of portfolio