Beacon Financial Planning, Inc Ishares Ibonds Dec 2025 Term C Transaction History
Beacon Financial Planning, Inc
- $162 Billion
- Q3 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 12,735 shares of IBDQ stock, worth $319,521. This represents 0.2% of its overall portfolio holdings.
Number of Shares
12,735
Previous 14,801
13.96%
Holding current value
$319,521
Previous $368 Million
13.13%
% of portfolio
0.2%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding IBDQ
# of Institutions
380Shares Held
80.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.46MShares$187 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.42MShares$85.8 Million0.01% of portfolio
-
Ubs Group Ag3.03MShares$76 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME2.76MShares$69.3 Million1.19% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.35MShares$59 Million0.15% of portfolio