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

Shelton Wealth Management, LLC

$180 Million
Q1 2025

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 312,998 shares of IBTG stock, worth $7.18 Million. This represents 4.0% of its overall portfolio holdings.

Number of Shares

312,998

Previous 285,302 9.71%

Holding current value

$7.18 Million

Previous $6.51 Million 10.34%

% of portfolio

4.0%

Previous 3.47%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$22.77 - $22.94 $630,637 - $635,346	27,696 Added 9.71%	312,998 $7.18 Million
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

266

Shares Held

57.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2026 TER

Ticker IBTG
Sector ETFs
Industry ETFs

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