Costello Asset Management, Inc Ishares Tr Ibonds Dec 2027 Ter Transaction History

Costello Asset Management, Inc

  • $260 Million
  • Q2 2025

A detailed history of Costello Asset Management, Inc transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Costello Asset Management, Inc holds 9,552 shares of IBTH stock, worth $214,251. This represents 0.08% of its overall portfolio holdings.

Number of Shares
9,552
Previous 13,612 29.83%
Holding current value
$214,251
Previous $305,000 29.84%
% of portfolio
0.08%
Previous 0.13%

Shares

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

Jul 24, 2025
SELL
$22.3 - $22.57 $90,538 - $91,634
-4,060 Reduced 29.83%
9,552 $214,000
Q1 2025

May 09, 2025
SELL
$22.11 - $22.43 $6,677 - $6,773
-302 Reduced 2.17%
13,612 $305,000
Q4 2024

Jan 24, 2025
BUY
$22.1 - $22.59 $161,153 - $164,726
7,292 Added 110.12%
13,914 $308,000
Q3 2024

Nov 01, 2024
BUY
$21.96 - $22.69 $145,419 - $150,253
6,622 New
6,622 $149,000

Others Institutions Holding IBTH

# of Institutions
265
Shares Held
55M
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
Track This Portfolio

Track Costello Asset Management, Inc Portfolio

Follow Costello Asset Management, Inc 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 Costello Asset Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Costello Asset Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email