Wealth Management Strategies, Inc. Ishares Tr Ibonds Dec 2025 Ter Transaction History
Wealth Management Strategies, Inc.
- $195 Million
- Q3 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 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
Others Institutions Holding IBTF
# of Institutions
331Shares Held
67MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.14MShares$120 Million1.78% of portfolio
-
Morgan Stanley New York, NY3.64MShares$84.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.61MShares$84.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.98MShares$69.5 Million0.02% of portfolio
-
Colony Group LLC Boston, MA2.65MShares$61.7 Million0.92% of portfolio