Trinity Wealth Management, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Trinity Wealth Management, LLC
- $221 Million
- Q4 2024
A detailed history of Trinity Wealth Management, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 8,522 shares of IBDQ stock, worth $213,987. This represents 0.1% of its overall portfolio holdings.
Number of Shares
8,522Holding current value
$213,987% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding IBDQ
# of Institutions
419Shares Held
94.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.89MShares$173 Million0.01% of portfolio
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Morgan Stanley New York, NY4.11MShares$103 Million0.01% of portfolio
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Ubs Group Ag3.18MShares$79.8 Million0.02% of portfolio
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Hm Payson & CO Portland, ME3.04MShares$76.4 Million1.32% of portfolio
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Envestnet Asset Management Inc2.36MShares$59.2 Million0.02% of portfolio