Trinity Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Trinity Wealth Management, LLC
- $218 Million
- Q1 2025
A detailed history of Trinity Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 29,310 shares of IBTG stock, worth $671,785. This represents 0.31% of its overall portfolio holdings.
Number of Shares
29,310
Previous 28,589
2.52%
Holding current value
$671,785
Previous $652,000
2.91%
% of portfolio
0.31%
Previous 0.3%
Shares
3 transactions
Others Institutions Holding IBTG
# of Institutions
262Shares Held
57.2MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.01MShares$92 Million1.58% of portfolio
-
Morgan Stanley New York, NY3.6MShares$82.4 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH3.43MShares$78.5 Million0.52% of portfolio
-
Bank Of America Corp Charlotte, NC2.7MShares$62 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.33MShares$53.4 Million1.1% of portfolio