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

111

Shares Held

7.84M

Call Options Held

0

Put Options Held

0

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

1.29M
Shares

$29.9 Million
18.83% of portfolio
Lpl Financial LLC Fort Mill, SC

485K
Shares

$11.3 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

469K
Shares

$10.9 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

464K
Shares

$10.8 Million
0.0% of portfolio
Asset Dedication, LLC

327K
Shares

$7.58 Million
0.52% of portfolio

About ISHARES IBONDS 2024 TERM HIGH

Ticker IBHD
Sector ETFs
Industry ETFs

More about IBHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tmd Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tmd Wealth Management, LLC with notifications on news.