Beacon Financial Planning, Inc Ishares Ibonds Dec 2025 Term C Transaction History
Beacon Financial Planning, Inc
- $172 Billion
- Q4 2024
A detailed history of Beacon Financial Planning, Inc transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 14,055 shares of IBDQ stock, worth $352,780. This represents 0.2% of its overall portfolio holdings.
Number of Shares
14,055
Previous 12,735
10.37%
Holding current value
$352,780
Previous $320 Million
10.15%
% of portfolio
0.2%
Previous 0.2%
Shares
5 transactions
Others Institutions Holding IBDQ
# of Institutions
416Shares Held
93.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.89MShares$173 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.11MShares$103 Million0.01% of portfolio
-
Ubs Group Ag3.18MShares$79.8 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME3.04MShares$76.4 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.36MShares$59.2 Million0.02% of portfolio