Beacon Financial Group Ishares Tr Ibonds Dec 2029 Ter Transaction History
Beacon Financial Group
- $944 Million
- Q3 2025
A detailed history of Beacon Financial Group transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Beacon Financial Group holds 66,899 shares of IBDU stock, worth $1.56 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
66,899
Previous 52,475
27.49%
Holding current value
$1.56 Million
Previous $1.22 Million
28.27%
% of portfolio
0.17%
Previous 0.14%
Shares
8 transactions
Others Institutions Holding IBDU
# of Institutions
347Shares Held
102MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.81MShares$159 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC5.44MShares$127 Million1.0% of portfolio
-
Morgan Stanley New York, NY5.1MShares$119 Million0.01% of portfolio
-
Capital Advisors Inc4.67MShares$109 Million1.87% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.54MShares$82.6 Million0.14% of portfolio