Trinity Wealth Management, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 11,041 shares of IBTH stock, worth $244,999. This represents 0.11% of its overall portfolio holdings.

Number of Shares
11,041
Previous 11,041 -0.0%
Holding current value
$244,999
Previous $243,000 2.47%
% of portfolio
0.11%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024
BUY
$21.83 - $22.09 $5,195 - $5,257
238 Added 2.2%
11,041 $243,000
Q1 2024

Apr 17, 2024
BUY
$22.05 - $22.46 $238,206 - $242,635
10,803 New
10,803 $239,000

Others Institutions Holding IBTH

# of Institutions
196
Shares Held
32.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBTH Quotes by TradingView
  • Ticker IBTH
  • Sector ETFs
  • Industry ETFs
More about IBTH
Track This Portfolio

Track Trinity Wealth Management, LLC Portfolio

Follow Trinity Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trinity Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trinity Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email