Life Plan Financial, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Life Plan Financial, LLC

$126 Billion
Q3 2025

A detailed history of Life Plan Financial, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Life Plan Financial, LLC holds 108,855 shares of IBDS stock, worth $2.64 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares

108,855

Previous 106,728 1.99%

Holding current value

$2.64 Million

Previous $2.59 Billion 2.29%

% of portfolio

2.1%

Previous 2.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$24.14 - $24.34 $51,345 - $51,771	2,127 Added 1.99%	108,855 $2.65 Billion
Q2 2025 Jul 09, 2025	SELL	$23.96 - $24.27 $27,146 - $27,497	-1,133 Reduced 1.05%	106,728 $2.59 Billion
Q1 2025 Apr 25, 2025	BUY	$23.9 - $24.18 $80,782 - $81,728	3,380 Added 3.24%	107,861 $2.61 Billion
Q4 2024 Jan 16, 2025	BUY	$23.88 - $24.32 $41,957 - $42,730	1,757 Added 1.71%	104,481 $2.5 Billion
Q3 2024 Oct 03, 2024	BUY	$23.63 - $24.42 $41,825 - $43,223	1,770 Added 1.75%	102,724 $2.5 Billion

Q2 2024 Jul 30, 2024	BUY	$23.48 - $23.77 $47,664 - $48,253	2,030 Added 2.05%	100,954 $2.4 Billion
Q1 2024 Apr 30, 2024	BUY	$23.67 - $24.03 $82,063 - $83,312	3,467 Added 3.63%	98,924 $2.35 Billion
Q4 2023 Jan 30, 2024	BUY	$22.84 - $23.94 $2.18 Million - $2.29 Million	95,457 New	95,457 $2.28 Billion

Others Institutions Holding IBDS

# of Institutions

433

Shares Held

110M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
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Life Plan Financial, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History