Occidental Asset Management, LLC Ishares Tr Ibonds 2029 Term Hi Transaction History
Occidental Asset Management, LLC
- $785 Million
- Q3 2025
A detailed history of Occidental Asset Management, LLC transactions in Ishares Tr Ibonds 2029 Term Hi stock. As of the latest transaction made, Occidental Asset Management, LLC holds 11,171 shares of IBHI stock, worth $262,741. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,171
Previous 10,481
6.58%
Holding current value
$262,741
Previous $248,000
7.26%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding IBHI
# of Institutions
67Shares Held
7.36MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.25MShares$29.3 Million0.0% of portfolio
-
Lbmc Investment Advisors, LLC944KShares$22.2 Million1.47% of portfolio
-
Northwestern Mutual Wealth Management CO823KShares$19.3 Million0.01% of portfolio
-
New Edge Advisors, LLC New Orleans, LA748KShares$17.6 Million0.09% of portfolio
-
Keeler T Homas Management LLC398KShares$9.36 Million4.06% of portfolio