Beacon Financial Planning, Inc Ishares Tr Ibonds Dec 2026 Ter Transaction History
Beacon Financial Planning, Inc
- $193 Billion
- Q3 2025
A detailed history of Beacon Financial Planning, Inc transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 9,353 shares of IBDR stock, worth $222,133. This represents 0.12% of its overall portfolio holdings.
Number of Shares
9,353
Previous 9,308
0.48%
Holding current value
$222,133
Previous $226 Million
0.69%
% of portfolio
0.12%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding IBDR
# of Institutions
464Shares Held
107MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC9.23MShares$219 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.71MShares$88.1 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.59MShares$85.3 Million0.27% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.58MShares$85 Million0.14% of portfolio
-
Hm Payson & CO Portland, ME3.56MShares$84.5 Million1.25% of portfolio