Bip Wealth, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Bip Wealth, LLC

$2.64 Billion
Q4 2025

A detailed history of Bip Wealth, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Bip Wealth, LLC holds 461,910 shares of IBTG stock, worth $10.6 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

461,910

Holding current value

$10.6 Million

% of portfolio

0.4%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 21, 2026	BUY	$22.88 - $22.95 $10.6 Million - $10.6 Million	461,910 New	461,910 $10.6 Million

Others Institutions Holding IBTG

# of Institutions

315

Shares Held

80.4M

Call Options Held

Put Options Held

Hm Payson & CO Portland, ME

5.51M
Shares

$126 Million
1.87% of portfolio
Kovitz Investment Group Partners, LLC

4.99M
Shares

$114 Million
0.49% of portfolio
Morgan Stanley New York, NY

3.9M
Shares

$89.2 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

3.57M
Shares

$81.8 Million
0.01% of portfolio
Bailard, Inc.

3.1M
Shares

$70.9 Million
1.6% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2026 TER

Ticker IBTG
Sector ETFs
Industry ETFs

More about IBTG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bip Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bip Wealth, LLC with notifications on news.

Account