Wealth Management Strategies, Inc. Ishares Tr Ibonds Dec 2025 Ter Transaction History
Wealth Management Strategies, Inc.
- $145 Million
- Q1 2025
A detailed history of Wealth Management Strategies, Inc. transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Wealth Management Strategies, Inc. holds 394,006 shares of IBTF stock, worth $9.19 Million. This represents 6.33% of its overall portfolio holdings.
Number of Shares
394,006
Previous 352,231
11.86%
Holding current value
$9.19 Million
Previous $8.21 Million
12.09%
% of portfolio
6.33%
Previous 6.38%
Shares
2 transactions
Others Institutions Holding IBTF
# of Institutions
327Shares Held
71.3MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.14MShares$120 Million1.78% of portfolio
-
Bank Of America Corp Charlotte, NC4.04MShares$94.3 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.56MShares$82.9 Million0.01% of portfolio
-
Colony Group LLC Boston, MA2.65MShares$61.7 Million0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.55MShares$59.6 Million0.02% of portfolio