Shelton Wealth Management, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History

Shelton Wealth Management, LLC

  • $180 Million
  • Q3 2024

A detailed history of Shelton Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 212,565 shares of IBTF stock, worth $4.96 Million. This represents 2.77% of its overall portfolio holdings.

Number of Shares
212,565
Previous 178,445 19.12%
Holding current value
$4.96 Million
Previous $4.14 Million 20.15%
% of portfolio
2.77%
Previous 2.38%

Shares

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

Oct 21, 2024
BUY
$23.13 - $23.43 $789,195 - $799,431
34,120 Added 19.12%
212,565 $4.98 Million
Q2 2024

Jul 23, 2024
BUY
$23.1 - $23.22 $1.28 Million - $1.28 Million
55,220 Added 44.81%
178,445 $4.14 Million
Q1 2024

May 14, 2024
BUY
$23.16 - $23.36 $933,301 - $941,361
40,298 Added 48.59%
123,225 $2.86 Million
Q4 2023

Feb 14, 2024
BUY
$22.97 - $23.28 $1.9 Million - $1.93 Million
82,927 New
82,927 $1.93 Million

Others Institutions Holding IBTF

# of Institutions
280
Shares Held
69.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2025 TER

IBTF Quotes by TradingView
  • Ticker IBTF
  • Sector ETFs
  • Industry ETFs
More about IBTF
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