Life Plan Financial, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Life Plan Financial, LLC
- $130 Billion
- Q4 2025
A detailed history of Life Plan Financial, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Life Plan Financial, LLC holds 83,254 shares of IBDR stock, worth $1.98 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
83,254
Previous 108,565
23.31%
Holding current value
$1.98 Million
Previous $2.64 Billion
23.54%
% of portfolio
1.55%
Previous 2.09%
Shares
9 transactions
Others Institutions Holding IBDR
# of Institutions
465Shares Held
108MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.23MShares$219 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.71MShares$88.1 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.59MShares$85.3 Million0.27% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.58MShares$85 Million0.14% of portfolio
-
Hm Payson & CO Portland, ME3.56MShares$84.5 Million1.25% of portfolio