Trinity Wealth Management, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Trinity Wealth Management, LLC
- $218 Million
- Q3 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 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
Others Institutions Holding IBTF
# of Institutions
278Shares Held
69.1MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME3.85MShares$89.7 Million1.55% of portfolio
-
Ubs Group Ag3.64MShares$85 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.62MShares$84.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.52MShares$82 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.87MShares$67 Million0.02% of portfolio