Shelton Wealth Management, LLC Ishares Tr Ibonds Dec 2030 Ter Transaction History

Shelton Wealth Management, LLC

  • $213 Million
  • Q3 2025

A detailed history of Shelton Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2030 Ter stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 413,115 shares of IBTK stock, worth $8.26 Million. This represents 3.86% of its overall portfolio holdings.

Number of Shares
413,115
Previous 385,684 7.11%
Holding current value
$8.26 Million
Previous $7.65 Million 7.33%
% of portfolio
3.86%
Previous 3.82%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
BUY
$19.57 - $19.98 $536,824 - $548,071
27,431 Added 7.11%
413,115 $8.21 Million
Q2 2025

Jul 11, 2025
BUY
$19.44 - $19.88 $349,084 - $356,985
17,957 Added 4.88%
385,684 $7.65 Million
Q1 2025

Apr 21, 2025
BUY
$19.0 - $19.66 $6.99 Million - $7.23 Million
367,727 New
367,727 $7.23 Million

Others Institutions Holding IBTK

# of Institutions
142
Shares Held
19.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2030 TER

IBTK Quotes by TradingView
  • Ticker IBTK
  • Sector Technology
More about IBTK
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