A detailed history of Masso Torrence Wealth Management Inc. transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Masso Torrence Wealth Management Inc. holds 37,853 shares of IBDU stock, worth $867,212. This represents 0.5% of its overall portfolio holdings.

Number of Shares
37,853
Previous 37,429 1.13%
Holding current value
$867,212
Previous $848,000 4.83%
% of portfolio
0.5%
Previous 0.49%

Shares

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

Oct 23, 2024

BUY
$22.51 - $23.57 $9,544 - $9,993
424 Added 1.13%
37,853 $889,000
Q2 2024

Jul 22, 2024

BUY
$22.29 - $22.77 $40,679 - $41,555
1,825 Added 5.13%
37,429 $848,000
Q1 2024

Apr 23, 2024

BUY
$22.61 - $23.1 $143,437 - $146,546
6,344 Added 21.68%
35,604 $812,000
Q4 2023

Feb 01, 2024

BUY
$21.44 - $23.11 $627,334 - $676,198
29,260 New
29,260 $675,000

Others Institutions Holding IBDU

About ISHARES TR IBONDS DEC 2029 TER


  • Ticker IBDU
  • Sector ETFs
  • Industry ETFs
More about IBDU
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