Tmd Wealth Management, LLC Ishares Ibonds 2024 Term High Transaction History

Tmd Wealth Management, LLC

$387 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 04, 2023	BUY	$22.73 - $23.23 $642,122 - $656,247	28,250 Added 12.55%	253,430 $5.86 Million
Q4 2022 Feb 06, 2023	BUY	$22.19 - $23.0 $5 Million - $5.18 Million	225,180 New	225,180 $5.11 Million

Others Institutions Holding IBHD

# of Institutions

120

Shares Held

10M

Call Options Held

0

Put Options Held

0

Mid American Wealth Advisory Group, Inc. Kansas City, MO

1.29M
Shares

$29.8 Million
18.83% of portfolio
Bank Of America Corp Charlotte, NC

794K
Shares

$18.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

676K
Shares

$15.7 Million
0.01% of portfolio
Baltimore Washington Financial Advisors, Inc.

664K
Shares

$15.4 Million
0.92% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

469K
Shares

$10.9 Million
0.01% of portfolio

About ISHARES IBONDS 2024 TERM HIGH

Ticker IBHD
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