Trinity Wealth Management, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History

Trinity Wealth Management, LLC

  • $248 Million
  • Q2 2025

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 237,937 shares of IBTF stock, worth $5.55 Million. This represents 2.24% of its overall portfolio holdings.

Number of Shares
237,937
Previous 219,543 8.38%
Holding current value
$5.55 Million
Previous $5.13 Million 8.34%
% of portfolio
2.24%
Previous 2.35%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
BUY
$23.29 - $23.38 $428,396 - $430,051
18,394 Added 8.38%
237,937 $5.56 Million
Q1 2025

Apr 10, 2025
BUY
$23.29 - $23.38 $16,303 - $16,366
700 Added 0.32%
219,543 $5.13 Million
Q4 2024

Jan 23, 2025
BUY
$23.25 - $23.37 $4.46 Million - $4.48 Million
191,757 Added 707.96%
218,843 $5.1 Million
Q3 2024

Oct 18, 2024
BUY
$23.13 - $23.43 $72,998 - $73,945
3,156 Added 13.19%
27,086 $634,000
Q2 2024

Jul 15, 2024
BUY
$23.1 - $23.22 $3,511 - $3,529
152 Added 0.64%
23,930 $555,000
Q1 2024

Apr 17, 2024
BUY
$23.16 - $23.36 $269,790 - $272,120
11,649 Added 96.04%
23,778 $552,000
Q4 2023

Jan 18, 2024
BUY
$22.97 - $23.28 $1,745 - $1,769
76 Added 0.63%
12,129 $282,000
Q3 2023

Oct 10, 2023
BUY
$23.01 - $23.2 $23,079 - $23,269
1,003 Added 9.08%
12,053 $278,000
Q2 2023

Jul 14, 2023
BUY
$23.13 - $23.6 $255,586 - $260,780
11,050 New
11,050 $255,000

Others Institutions Holding IBTF

# of Institutions
321
Shares Held
76.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2025 TER

IBTF Quotes by TradingView
  • Ticker IBTF
  • Sector ETFs
  • Industry ETFs
More about IBTF
Track This Portfolio

Track Trinity Wealth Management, LLC Portfolio

Follow Trinity Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email