A detailed history of Minich Mac Gregor Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 212,606 shares of IBDT stock, worth $5.4 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares
212,606
Previous 207,755 2.33%
Holding current value
$5.4 Million
Previous $5.18 Million 1.76%
% of portfolio
1.34%
Previous 1.34%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

BUY
$24.4 - $24.86 $118,364 - $120,595
4,851 Added 2.33%
212,606 $5.27 Million
Q1 2024

Apr 16, 2024

BUY
$24.69 - $25.14 $5.13 Million - $5.22 Million
207,755 New
207,755 $5.18 Million

Others Institutions Holding IBDT

About ISHARES TR IBONDS DEC 2028 TER


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

Track Minich Mac Gregor Wealth Management, LLC Portfolio

Follow Minich Mac Gregor Wealth Management, 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 Minich Mac Gregor Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Minich Mac Gregor Wealth Management, LLC with notifications on news.