Fairhaven Wealth Management, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Fairhaven Wealth Management, LLC
- $302 Million
- Q2 2024
A detailed history of Fairhaven Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Fairhaven Wealth Management, LLC holds 29,370 shares of IBTF stock, worth $684,321. This represents 0.23% of its overall portfolio holdings.
Number of Shares
29,370
Previous 26,452
11.03%
Holding current value
$684,321
Previous $614,000
10.91%
% of portfolio
0.23%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding IBTF
# of Institutions
265Shares Held
81.9MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC15.4MShares$359 Million1.16% of portfolio
-
Hm Payson & CO Portland, ME3.85MShares$89.6 Million1.55% of portfolio
-
Morgan Stanley New York, NY3.72MShares$86.6 Million0.01% of portfolio
-
Ubs Group Ag3.58MShares$83.5 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.35MShares$78.2 Million0.01% of portfolio