Asset Dedication, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History

Asset Dedication, LLC

  • $1.21 Billion
  • Q1 2025

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 16,809 shares of IBTJ stock, worth $366,100. This represents 0.03% of its overall portfolio holdings.

Number of Shares
16,809
Previous 14,452 16.31%
Holding current value
$366,100
Previous $308,000 18.51%
% of portfolio
0.03%
Previous 0.02%

Shares

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

# of Institutions
170
Shares Held
24.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TRE

IBTJ Quotes by TradingView
  • Ticker IBTJ
  • Sector ETFs
  • Industry ETFs
More about IBTJ
Track This Portfolio

Track Asset Dedication, LLC Portfolio

Follow Asset Dedication, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Asset Dedication, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Asset Dedication, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email