Kfg Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Kfg Wealth Management, LLC
- $454 Million
- Q4 2025
A detailed history of Kfg Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 71,535 shares of IBTG stock, worth $1.64 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
71,535
Previous 34,807
105.52%
Holding current value
$1.64 Million
Previous $798,000
105.26%
% of portfolio
0.36%
Previous 0.17%
Shares
6 transactions
Others Institutions Holding IBTG
# of Institutions
315Shares Held
80.2MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
-
Kovitz Investment Group Partners, LLC4.99MShares$114 Million0.49% of portfolio
-
Morgan Stanley New York, NY3.9MShares$89.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$81.8 Million0.01% of portfolio
-
Bailard, Inc.3.1MShares$70.9 Million1.6% of portfolio