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 534,122 shares of IBTF stock, worth $12.5 Million. This represents 6.41% of its overall portfolio holdings.

Number of Shares
534,122
Previous 394,006 35.56%
Holding current value
$12.5 Million
Previous $9.21 Million 35.57%
% of portfolio
6.41%
Previous 6.33%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 17, 2025

BUY
$23.29 - $23.38 $3.26 Million - $3.28 Million
140,116 Added 35.56%
534,122 $12.5 Million
Q1 2025

May 15, 2025

BUY
$23.29 - $23.38 $972,939 - $976,699
41,775 Added 11.86%
394,006 $9.21 Million
Q4 2024

Feb 20, 2025

BUY
$23.25 - $23.37 $8.19 Million - $8.23 Million
352,231 New
352,231 $8.21 Million

Others Institutions Holding IBTF

About ISHARES TR IBONDS DEC 2025 TER


  • Ticker IBTF
  • Sector ETFs
  • Industry ETFs
More about IBTF
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