A detailed history of Jim Saulnier & Associates, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Jim Saulnier & Associates, LLC holds 72,651 shares of IBTI stock, worth $1.63 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares
72,651
Previous 71,016 2.3%
Holding current value
$1.63 Million
Previous $1.56 Billion 3.92%
% of portfolio
1.26%
Previous 1.34%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025

BUY
$21.77 - $22.25 $35,593 - $36,378
1,635 Added 2.3%
72,651 $1.62 Billion
Q4 2024

Jan 22, 2025

BUY
$21.81 - $22.48 $455,567 - $469,562
20,888 Added 41.67%
71,016 $1.56 Billion
Q3 2024

Nov 12, 2024

BUY
$21.7 - $22.6 $1.09 Million - $1.13 Million
50,128 New
50,128 $1.13 Billion

Others Institutions Holding IBTI

About ISHARES TR IBONDS DEC 2028 TER


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

Track Jim Saulnier & Associates, LLC Portfolio

Follow Jim Saulnier & Associates, 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 Jim Saulnier & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jim Saulnier & Associates, LLC with notifications on news.