Shelton Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Shelton Wealth Management, LLC

$201 Million
Q2 2025

A detailed history of Shelton Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 336,748 shares of IBTH stock, worth $7.54 Million. This represents 3.78% of its overall portfolio holdings.

Number of Shares

336,748

Previous 321,577 4.72%

Holding current value

$7.54 Million

Previous $7.21 Million 5.05%

% of portfolio

3.78%

Previous 4.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$22.3 - $22.57 $338,313 - $342,409	15,171 Added 4.72%	336,748 $7.57 Million
Q1 2025 Apr 21, 2025	BUY	$22.11 - $22.43 $635,043 - $644,234	28,722 Added 9.81%	321,577 $7.21 Million
Q4 2024 Jan 15, 2025	BUY	$22.1 - $22.59 $1.59 Million - $1.62 Million	71,756 Added 32.45%	292,855 $6.5 Million
Q3 2024 Oct 21, 2024	BUY	$21.96 - $22.69 $740,908 - $765,537	33,739 Added 18.01%	221,099 $5.01 Million
Q2 2024 Jul 23, 2024	BUY	$21.83 - $22.09 $1.28 Million - $1.29 Million	58,614 Added 45.53%	187,360 $4.14 Million
Q1 2024 May 14, 2024	BUY	$22.05 - $22.46 $919,595 - $936,694	41,705 Added 47.91%	128,746 $2.85 Million
Q4 2023 Feb 14, 2024	BUY	$21.61 - $22.41 $1.88 Million - $1.95 Million	87,041 New	87,041 $1.95 Million

Others Institutions Holding IBTH

# of Institutions

253

Shares Held

53.9M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2027 TER

Ticker IBTH
Sector ETFs
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Shelton Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History