1858 Wealth Management, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
1858 Wealth Management, LLC
- $126 Billion
- Q4 2024
A detailed history of 1858 Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, 1858 Wealth Management, LLC holds 123,989 shares of IBTF stock, worth $2.9 Million. This represents 2.29% of its overall portfolio holdings.
Number of Shares
123,989
Previous 121,979
1.65%
Holding current value
$2.9 Million
Previous $2.86 Billion
1.21%
% of portfolio
2.29%
Previous 2.35%
Shares
4 transactions
Others Institutions Holding IBTF
# of Institutions
288Shares Held
73.5MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME3.85MShares$89.9 Million1.55% of portfolio
-
Ubs Group Ag3.64MShares$85.2 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.62MShares$84.7 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.52MShares$82.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.87MShares$67.2 Million0.02% of portfolio