Trinity Wealth Management, LLC Ishares Tr Ibonds Dec 2026 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 2026 Ter stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 35,392 shares of IBTG stock, worth $810,476. This represents 0.32% of its overall portfolio holdings.
Number of Shares
35,392
Previous 31,880
11.02%
Holding current value
$810,476
Previous $731,000
11.08%
% of portfolio
0.32%
Previous 0.3%
Shares
5 transactions
Others Institutions Holding IBTG
# of Institutions
311Shares Held
78.2MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
-
Kovitz Investment Group Partners, LLC4.99MShares$114 Million0.49% of portfolio
-
Morgan Stanley New York, NY3.9MShares$89.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$81.8 Million0.01% of portfolio
-
Bailard, Inc.3.1MShares$70.9 Million1.6% of portfolio