Life Plan Financial, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Life Plan Financial, LLC

$130 Billion
Q4 2025

A detailed history of Life Plan Financial, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Life Plan Financial, LLC holds 29,738 shares of IBDW stock, worth $627,174. This represents 0.48% of its overall portfolio holdings.

Number of Shares

29,738

Holding current value

$627,174

% of portfolio

0.48%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 20, 2026	BUY	$21.09 - $21.35 $627,174 - $634,906	29,738 New	29,738 $629 Million

Others Institutions Holding IBDW

# of Institutions

253

Shares Held

77.4M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

6.88M
Shares

$145 Million
1.15% of portfolio
Morgan Stanley New York, NY

4.03M
Shares

$85 Million
0.01% of portfolio
Capital Investment Advisors, LLC

3.65M
Shares

$76.9 Million
1.22% of portfolio
Bank Of America Corp Charlotte, NC

3.64M
Shares

$76.8 Million
0.01% of portfolio
Capital Advisors Inc

3.09M
Shares

$65.2 Million
1.09% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

More about IBDW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Plan Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Life Plan Financial, LLC with notifications on news.

Account

Life Plan Financial, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History