Modern Wealth Management, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Modern Wealth Management, LLC
- $5.05 Trillion
- Q3 2025
A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Modern Wealth Management, LLC holds 40,116 shares of IBTF stock, worth $935,505. This represents 0.02% of its overall portfolio holdings.
Number of Shares
40,116
Previous 11,058
262.78%
Holding current value
$935,505
Previous $258,000
363201.55%
% of portfolio
0.02%
Previous 0.0%
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