Focused Wealth Management, Inc Ishares Tr Ibonds Dec 2027 Ter Transaction History

Focused Wealth Management, Inc

$820 Million
Q2 2025

A detailed history of Focused Wealth Management, Inc transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Focused Wealth Management, Inc holds 20,718 shares of IBTH stock, worth $464,704. This represents 0.06% of its overall portfolio holdings.

Number of Shares

20,718

Previous 19,739 4.96%

Holding current value

$464,704

Previous $442,000 5.2%

% of portfolio

0.06%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$22.3 - $22.57 $21,831 - $22,096	979 Added 4.96%	20,718 $465,000
Q1 2025 May 01, 2025	BUY	$22.11 - $22.43 $70,331 - $71,349	3,181 Added 19.21%	19,739 $442,000
Q4 2024 Jan 28, 2025	BUY	$22.1 - $22.59 $58,940 - $60,247	2,667 Added 19.2%	16,558 $367,000
Q3 2024 Oct 30, 2024	BUY	$21.96 - $22.69 $305,046 - $315,186	13,891 New	13,891 $314,000
Q4 2023 Jan 10, 2024	BUY	$21.61 - $22.41 $4,494 - $4,661	208 Added 4.16%	5,212 $116,000
Q3 2023 Nov 01, 2023	BUY	$21.77 - $22.29 $9,992 - $10,231	459 Added 10.1%	5,004 $109,000
Q2 2023 Aug 08, 2023	BUY	$22.15 - $22.9 $6,689 - $6,915	302 Added 7.12%	4,545 $100,000
Q1 2023 Apr 13, 2023	BUY	$21.92 - $22.83 $12,187 - $12,693	556 Added 15.08%	4,243 $96,000
Q4 2022 Jan 13, 2023	BUY	$21.81 - $22.62 $80,413 - $83,399	3,687 New	3,687 $0

Others Institutions Holding IBTH

# of Institutions

265

Shares Held

53.6M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2027 TER

Ticker IBTH
Sector ETFs
Industry ETFs

More about IBTH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Focused Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Focused Wealth Management, Inc with notifications on news.

Account

Focused Wealth Management, Inc Ishares Tr Ibonds Dec 2027 Ter Transaction History