A detailed history of Connecticut Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 9,090 shares of IBTI stock, worth $203,161. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,090
Previous 11,862 23.37%
Holding current value
$203,161
Previous $265,000 23.4%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2025

SELL
$22.19 - $22.44 $61,510 - $62,203
-2,772 Reduced 23.37%
9,090 $203,000
Q2 2025

Aug 14, 2025

BUY
$22.09 - $22.44 $262,031 - $266,183
11,862 New
11,862 $265,000

Others Institutions Holding IBTI

About ISHARES TR IBONDS DEC 2028 TER


  • Ticker IBTI
  • Sector ETFs
  • Industry ETFs
More about IBTI
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