Masso Torrence Wealth Management Inc. Ishares Tr Ibonds Dec 2029 Ter Transaction History

Masso Torrence Wealth Management Inc.

$200 Million
Q2 2025

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 22,485 shares of IBDU stock, worth $523,450. This represents 0.26% of its overall portfolio holdings.

Number of Shares

22,485

Previous 22,650 0.73%

Holding current value

$523,450

Previous $523,000 0.19%

% of portfolio

0.26%

Previous 0.3%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	SELL	$22.7 - $23.33 $3,745 - $3,849	-165 Reduced 0.73%	22,485 $524,000
Q1 2025 Apr 22, 2025	SELL	$22.61 - $23.14 $546,913 - $559,733	-24,189 Reduced 51.64%	22,650 $523,000
Q4 2024 Jan 23, 2025	BUY	$22.71 - $23.47 $204,072 - $210,901	8,986 Added 23.74%	46,839 $1.07 Million
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

# of Institutions

308

Shares Held

91.5M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2029 TER

Ticker IBDU
Sector ETFs
Industry ETFs

More about IBDU

Track This Portfolio

Portfolio Update

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

News

Stay updated on Masso Torrence Wealth Management Inc. with notifications on news.

Account

Masso Torrence Wealth Management Inc. Ishares Tr Ibonds Dec 2029 Ter Transaction History