Shelton Wealth Management, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History

Shelton Wealth Management, LLC

$180 Million
Q1 2025

A detailed history of Shelton Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 334,348 shares of IBTJ stock, worth $7.31 Million. This represents 4.05% of its overall portfolio holdings.

Number of Shares

334,348

Previous 303,721 10.08%

Holding current value

$7.31 Million

Previous $6.48 Million 12.35%

% of portfolio

4.05%

Previous 3.45%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$21.16 - $21.77 $648,067 - $666,749	30,627 Added 10.08%	334,348 $7.28 Million
Q4 2024 Jan 15, 2025	BUY	$21.25 - $22.07 $1.63 Million - $1.69 Million	76,616 Added 33.74%	303,721 $6.48 Million
Q3 2024 Oct 21, 2024	BUY	$21.22 - $22.22 $721,098 - $755,080	33,982 Added 17.6%	227,105 $5.02 Million
Q2 2024 Jul 23, 2024	BUY	$21.0 - $21.44 $1.27 Million - $1.29 Million	60,388 Added 45.5%	193,123 $4.13 Million
Q1 2024 May 14, 2024	BUY	$21.33 - $21.86 $908,871 - $931,454	42,610 Added 47.28%	132,735 $2.85 Million
Q4 2023 Feb 14, 2024	BUY	$20.61 - $21.84 $1.86 Million - $1.97 Million	90,125 New	90,125 $1.96 Million

Others Institutions Holding IBTJ

# of Institutions

156

Shares Held

18M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2029 TRE

Ticker IBTJ
Sector ETFs
Industry ETFs

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Shelton Wealth Management, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History