A detailed history of Asset Dedication, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Asset Dedication, LLC holds 20,430 shares of IBTJ stock, worth $450,890. This represents 0.03% of its overall portfolio holdings.

Number of Shares
20,430
Previous 16,809 21.54%
Holding current value
$450,890
Previous $365,000 22.47%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 19, 2025

BUY
$21.57 - $21.99 $78,104 - $79,625
3,621 Added 21.54%
20,430 $447,000
Q1 2025

May 01, 2025

BUY
$21.16 - $21.77 $49,874 - $51,311
2,357 Added 16.31%
16,809 $365,000
Q4 2024

Jan 22, 2025

BUY
$21.25 - $22.07 $28,623 - $29,728
1,347 Added 10.28%
14,452 $308,000
Q2 2024

Aug 06, 2024

BUY
$21.0 - $21.44 $275,205 - $280,971
13,105 New
13,105 $280,000

Others Institutions Holding IBTJ

About ISHARES TR IBONDS DEC 2029 TRE


  • Ticker IBTJ
  • Sector ETFs
  • Industry ETFs
More about IBTJ
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