Trinity Wealth Management, LLC Ishares Tr Ibonds Dec 2026 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 2026 Ter stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 31,880 shares of IBTG stock, worth $729,095. This represents 0.3% of its overall portfolio holdings.
Number of Shares
31,880
Previous 29,310
8.77%
Holding current value
$729,095
Previous $671,000
8.94%
% of portfolio
0.3%
Previous 0.31%
Shares
4 transactions
Others Institutions Holding IBTG
# of Institutions
293Shares Held
67MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.71MShares$108 Million1.93% of portfolio
-
Kovitz Investment Group Partners, LLC4.58MShares$105 Million0.58% of portfolio
-
Morgan Stanley New York, NY3.94MShares$90 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.25MShares$74.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA2.76MShares$63.1 Million0.01% of portfolio