Trinity Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Trinity Wealth Management, LLC

  • $221 Million
  • Q4 2024

A detailed history of Trinity Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 15,078 shares of IBTI stock, worth $333,374. This represents 0.15% of its overall portfolio holdings.

Number of Shares
15,078
Previous 11,077 36.12%
Holding current value
$333,374
Previous $249,000 32.53%
% of portfolio
0.15%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$21.81 - $22.48 $87,261 - $89,942
4,001 Added 36.12%
15,078 $330,000
Q2 2024

Jul 15, 2024
BUY
$21.51 - $21.88 $10,819 - $11,005
503 Added 4.76%
11,077 $241,000
Q1 2024

Apr 17, 2024
BUY
$21.79 - $22.29 $230,407 - $235,694
10,574 New
10,574 $231,000

Others Institutions Holding IBTI

# of Institutions
172
Shares Held
33M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBTI Quotes by TradingView
  • Ticker IBTI
  • Sector ETFs
  • Industry ETFs
More about IBTI
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