Wealth Effects LLC Ishares Ibonds Dec 2025 Term C Transaction History
Wealth Effects LLC
- $268 Million
- Q3 2025
A detailed history of Wealth Effects LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Wealth Effects LLC holds 8,746 shares of IBDQ stock, worth $219,786. This represents 0.08% of its overall portfolio holdings.
Number of Shares
8,746
Previous 8,746
-0.0%
Holding current value
$219,786
Previous $220,000
-0.0%
% of portfolio
0.08%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding IBDQ
# of Institutions
421Shares Held
85.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.38MShares$160 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.51MShares$88.2 Million1.31% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.48MShares$87.5 Million0.28% of portfolio
-
Morgan Stanley New York, NY3.21MShares$80.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.67MShares$67.1 Million0.02% of portfolio