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 27,086 shares of IBTF stock, worth $631,916. This represents 0.29% of its overall portfolio holdings.

Number of Shares
27,086
Previous 23,930 13.19%
Holding current value
$631,916
Previous $555,000 14.23%
% of portfolio
0.29%
Previous 0.28%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR IBONDS DEC 2025 TER


  • Ticker IBTF
  • Sector ETFs
  • Industry ETFs
More about IBTF
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