A detailed history of Creative One Wealth, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Creative One Wealth, LLC holds 66,012 shares of IBTF stock, worth $1.54 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
66,012
Previous 49,822 32.5%
Holding current value
$1.54 Million
Previous $1.16 Million 33.62%
% of portfolio
0.06%
Previous 0.06%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$23.13 - $23.43 $374,474 - $379,331
16,190 Added 32.5%
66,012 $1.55 Million
Q2 2024

Aug 14, 2024

SELL
$23.1 - $23.22 $38,138 - $38,336
-1,651 Reduced 3.21%
49,822 $1.16 Million
Q1 2024

May 14, 2024

SELL
$23.16 - $23.36 $102,691 - $103,578
-4,434 Reduced 7.93%
51,473 $1.2 Million
Q4 2023

Feb 09, 2024

BUY
$22.97 - $23.28 $1.28 Million - $1.3 Million
55,907 New
55,907 $1.3 Million
Q2 2023

Aug 14, 2023

SELL
$23.13 - $23.6 $41,726 - $42,574
-1,804 Reduced 14.03%
11,050 $264,000
Q1 2023

May 15, 2023

BUY
$22.99 - $23.65 $735 - $756
32 Added 0.25%
12,854 $302,000
Q3 2022

Nov 14, 2022

BUY
$23.19 - $24.14 $41,092 - $42,776
1,772 Added 16.04%
12,822 $298,000
Q2 2022

Aug 12, 2022

BUY
$23.56 - $24.23 $260,338 - $267,741
11,050 New
11,050 $265,000

Others Institutions Holding IBTF

About ISHARES TR IBONDS DEC 2025 TER


  • Ticker IBTF
  • Sector ETFs
  • Industry ETFs
More about IBTF
Track This Portfolio

Track Creative One Wealth, LLC Portfolio

Follow Creative One Wealth, 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 Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.