Shelton Wealth Management, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 339,810 shares of IBTI stock, worth $7.56 Million. This represents 3.79% of its overall portfolio holdings.

Number of Shares

339,810

Previous 325,923 4.26%

Holding current value

$7.56 Million

Previous $7.25 Million 4.79%

% of portfolio

3.79%

Previous 4.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$22.09 - $22.44 $306,763 - $311,624	13,887 Added 4.26%	339,810 $7.6 Million
Q1 2025 Apr 21, 2025	BUY	$21.77 - $22.25 $639,602 - $653,705	29,380 Added 9.91%	325,923 $7.25 Million
Q4 2024 Jan 15, 2025	BUY	$21.81 - $22.48 $1.61 Million - $1.66 Million	73,828 Added 33.15%	296,543 $6.49 Million
Q3 2024 Oct 21, 2024	BUY	$21.7 - $22.6 $726,299 - $756,422	33,470 Added 17.69%	222,715 $5.01 Million
Q2 2024 Jul 23, 2024	BUY	$21.51 - $21.88 $1.27 Million - $1.3 Million	59,257 Added 45.59%	189,245 $4.13 Million
Q1 2024 May 14, 2024	BUY	$21.79 - $22.29 $914,548 - $935,533	41,971 Added 47.69%	129,988 $2.85 Million
Q4 2023 Feb 14, 2024	BUY	$21.24 - $22.25 $1.87 Million - $1.96 Million	88,017 New	88,017 $1.95 Million

Others Institutions Holding IBTI

# of Institutions

192

Shares Held

37.1M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBTI
Sector ETFs
Industry ETFs

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Shelton Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History