Godshalk Welsh Capital Management, Inc. Ishares Tr Ibonds Dec 2027 Ter Transaction History

Godshalk Welsh Capital Management, Inc.

$150 Million
Q1 2025

A detailed history of Godshalk Welsh Capital Management, Inc. transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Godshalk Welsh Capital Management, Inc. holds 72,700 shares of IBDS stock, worth $1.76 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares

72,700

Previous 58,700 23.85%

Holding current value

$1.76 Million

Previous $1.41 Million 24.96%

% of portfolio

1.17%

Previous 0.93%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$23.9 - $24.18 $334,600 - $338,520	14,000 Added 23.85%	72,700 $1.76 Million
Q4 2024 Feb 11, 2025	BUY	$23.88 - $24.32 $538,494 - $548,416	22,550 Added 62.38%	58,700 $1.41 Million
Q3 2024 Nov 13, 2024	BUY	$23.63 - $24.42 $255,227 - $263,760	10,801 Added 42.61%	36,150 $880,000
Q2 2024 Aug 12, 2024	BUY	$23.48 - $23.77 $325,174 - $329,190	13,849 Added 120.43%	25,349 $601,000
Q1 2024 May 15, 2024	BUY	$23.67 - $24.03 $272,205 - $276,345	11,500 New	11,500 $273,000

Others Institutions Holding IBDS

# of Institutions

399

Shares Held

104M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
Sector ETFs
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Godshalk Welsh Capital Management, Inc. Ishares Tr Ibonds Dec 2027 Ter Transaction History