High Note Wealth, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
High Note Wealth, LLC
- $483 Million
- Q3 2025
A detailed history of High Note Wealth, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, High Note Wealth, LLC holds 103,677 shares of IBTF stock, worth $2.42 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
103,677
Previous 92,785
11.74%
Holding current value
$2.42 Million
Previous $2.17 Million
11.77%
% of portfolio
0.5%
Previous 0.51%
Shares
2 transactions
Others Institutions Holding IBTF
# of Institutions
331Shares Held
67MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.14MShares$120 Million1.78% of portfolio
-
Morgan Stanley New York, NY3.64MShares$84.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.61MShares$84.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.98MShares$69.5 Million0.02% of portfolio
-
Colony Group LLC Boston, MA2.65MShares$61.7 Million0.92% of portfolio