Wealth Management Strategies, Inc. Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Wealth Management Strategies, Inc. holds 484,367 shares of IBTH stock, worth $10.9 Million. This represents 5.6% of its overall portfolio holdings.

Number of Shares
484,367
Previous 392,313 23.46%
Holding current value
$10.9 Million
Previous $8.8 Million 24.01%
% of portfolio
5.6%
Previous 6.05%

Shares

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

Nov 17, 2025
BUY
$22.36 - $22.52 $2.06 Million - $2.07 Million
92,054 Added 23.46%
484,367 $10.9 Million
Q1 2025

May 15, 2025
BUY
$22.11 - $22.43 $909,583 - $922,747
41,139 Added 11.71%
392,313 $8.8 Million
Q4 2024

Feb 20, 2025
BUY
$22.1 - $22.59 $7.76 Million - $7.93 Million
351,174 New
351,174 $7.8 Million

Others Institutions Holding IBTH

# of Institutions
287
Shares Held
60.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBTH Quotes by TradingView
  • Ticker IBTH
  • Sector ETFs
  • Industry ETFs
More about IBTH
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