Connecticut Wealth Management, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History

Connecticut Wealth Management, LLC

$1.9 Billion
Q1 2025

A detailed history of Connecticut Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 1,001,901 shares of IBTF stock, worth $23.4 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

1,001,901

Previous 860,214 16.47%

Holding current value

$23.4 Million

Previous $20.1 Million 16.72%

% of portfolio

1.23%

Previous 0.95%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$23.29 - $23.38 $3.3 Million - $3.31 Million	141,687 Added 16.47%	1,001,901 $23.4 Million
Q4 2024 Feb 18, 2025	BUY	$23.25 - $23.37 $3.19 Million - $3.21 Million	137,360 Added 19.0%	860,214 $20.1 Million
Q3 2024 Nov 13, 2024	BUY	$23.13 - $23.43 $2 Million - $2.03 Million	86,488 Added 13.59%	722,854 $16.9 Million
Q2 2024 Aug 13, 2024	BUY	$23.1 - $23.22 $4.89 Million - $4.91 Million	211,501 Added 49.78%	636,366 $14.8 Million
Q1 2024 May 01, 2024	BUY	$23.16 - $23.36 $8.44 Million - $8.52 Million	364,528 Added 604.15%	424,865 $9.87 Million
Q4 2023 Feb 06, 2024	BUY	$22.97 - $23.28 $1.14 Million - $1.16 Million	49,695 Added 466.97%	60,337 $1.4 Million
Q3 2023 Oct 19, 2023	BUY	$23.01 - $23.2 $244,872 - $246,894	10,642 New	10,642 $245,000

Others Institutions Holding IBTF

# of Institutions

324

Shares Held

75.5M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2025 TER

Ticker IBTF
Sector ETFs
Industry ETFs

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Connecticut Wealth Management, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History