Trinity Wealth Management, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Trinity Wealth Management, LLC
- $255 Million
- Q3 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 242,144 shares of IBTF stock, worth $5.65 Million. This represents 2.22% of its overall portfolio holdings.
Number of Shares
242,144
Previous 237,937
1.77%
Holding current value
$5.65 Million
Previous $5.56 Million
1.8%
% of portfolio
2.22%
Previous 2.24%
Shares
10 transactions
Others Institutions Holding IBTF
# of Institutions
331Shares Held
67MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.14MShares$120 Million1.78% of portfolio
-
Morgan Stanley New York, NY3.64MShares$84.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.61MShares$84.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.98MShares$69.5 Million0.02% of portfolio
-
Colony Group LLC Boston, MA2.65MShares$61.7 Million0.92% of portfolio