Shelton Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Shelton Wealth Management, LLC

  • $188 Million
  • Q4 2024

A detailed history of Shelton Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 285,302 shares of IBTG stock, worth $6.54 Million. This represents 3.47% of its overall portfolio holdings.

Number of Shares
285,302
Previous 216,510 31.77%
Holding current value
$6.54 Million
Previous $4.99 Million 30.3%
% of portfolio
3.47%
Previous 2.78%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$22.72 - $23.0 $1.56 Million - $1.58 Million
68,792 Added 31.77%
285,302 $6.51 Million
Q3 2024

Oct 21, 2024
BUY
$22.55 - $23.1 $760,521 - $779,070
33,726 Added 18.45%
216,510 $4.99 Million
Q2 2024

Jul 23, 2024
BUY
$22.46 - $22.66 $1.28 Million - $1.29 Million
57,006 Added 45.32%
182,784 $4.14 Million
Q1 2024

May 14, 2024
BUY
$22.62 - $22.94 $926,108 - $939,209
40,942 Added 48.26%
125,778 $2.86 Million
Q4 2023

Feb 14, 2024
BUY
$22.32 - $22.86 $1.89 Million - $1.94 Million
84,836 New
84,836 $1.94 Million

Others Institutions Holding IBTG

# of Institutions
259
Shares Held
57.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

IBTG Quotes by TradingView
  • Ticker IBTG
  • Sector ETFs
  • Industry ETFs
More about IBTG
Track This Portfolio

Track Shelton Wealth Management, LLC Portfolio

Follow Shelton 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 Shelton Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shelton Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email