Spectrum Wealth Counsel, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Spectrum Wealth Counsel, LLC

  • $833 Billion
  • Q1 2025

A detailed history of Spectrum Wealth Counsel, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Spectrum Wealth Counsel, LLC holds 21,522 shares of IBDS stock, worth $521,262. This represents 0.06% of its overall portfolio holdings.

Number of Shares
21,522
Previous 23,899 9.95%
Holding current value
$521,262
Previous $573 Million 9.12%
% of portfolio
0.06%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
SELL
$23.9 - $24.18 $56,810 - $57,475
-2,377 Reduced 9.95%
21,522 $520 Million
Q4 2024

Feb 05, 2025
BUY
$23.88 - $24.32 $2,889 - $2,942
121 Added 0.51%
23,899 $573 Million
Q2 2024

Aug 08, 2024
BUY
$23.48 - $23.77 $68,068 - $68,909
2,899 Added 13.88%
23,778 $564 Million
Q4 2023

Feb 14, 2024
BUY
$22.84 - $23.94 $476,876 - $499,843
20,879 New
20,879 $500 Million

Others Institutions Holding IBDS

# of Institutions
397
Shares Held
102M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBDS Quotes by TradingView
  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
Track This Portfolio

Track Spectrum Wealth Counsel, LLC Portfolio

Follow Spectrum Wealth Counsel, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spectrum Wealth Counsel, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Spectrum Wealth Counsel, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email