A detailed history of Jim Saulnier & Associates, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Jim Saulnier & Associates, LLC holds 22,275 shares of IBTJ stock, worth $491,609. This represents 0.33% of its overall portfolio holdings.

Number of Shares
22,275
Previous 11,744 89.67%
Holding current value
$491,609
Previous $256 Million 90.98%
% of portfolio
0.33%
Previous 0.2%

Shares

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

Aug 04, 2025

BUY
$21.57 - $21.99 $227,153 - $231,576
10,531 Added 89.67%
22,275 $488 Million
Q1 2025

Apr 21, 2025

BUY
$21.16 - $21.77 $3,956 - $4,070
187 Added 1.62%
11,744 $256 Million
Q4 2024

Jan 22, 2025

SELL
$21.25 - $22.07 $352,070 - $365,655
-16,568 Reduced 58.91%
11,557 $246 Million
Q3 2024

Nov 12, 2024

BUY
$21.22 - $22.22 $596,812 - $624,937
28,125 New
28,125 $622 Million

Others Institutions Holding IBTJ

About ISHARES TR IBONDS DEC 2029 TRE


  • Ticker IBTJ
  • Sector ETFs
  • Industry ETFs
More about IBTJ
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