Trinity Wealth Management, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Trinity Wealth Management, LLC
- $194 Million
- Q1 2024
A detailed history of Trinity Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 23,778 shares of IBTF stock, worth $551,174. This represents 0.28% of its overall portfolio holdings.
Number of Shares
23,778
Previous 12,129
96.04%
Holding current value
$551,174
Previous $282,000
95.74%
% of portfolio
0.28%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding IBTF
# of Institutions
243Shares Held
75.2MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC13.9MShares$322 Million1.08% of portfolio
-
Ubs Group Ag3.92MShares$90.9 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.79MShares$87.9 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.31MShares$76.8 Million1.43% of portfolio
-
Bank Of America Corp Charlotte, NC3.17MShares$73.4 Million0.01% of portfolio