Trinity Wealth Management, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History

Trinity Wealth Management, LLC

  • $255 Million
  • Q3 2025

A detailed history of Trinity Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 15,668 shares of IBTJ stock, worth $343,755. This represents 0.13% of its overall portfolio holdings.

Number of Shares
15,668
Previous 15,668 -0.0%
Holding current value
$343,755
Previous $343,000 0.29%
% of portfolio
0.13%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
BUY
$21.57 - $21.99 $6,621 - $6,750
307 Added 2.0%
15,668 $343,000
Q1 2025

Apr 10, 2025
BUY
$21.16 - $21.77 $1,925 - $1,981
91 Added 0.6%
15,361 $334,000
Q4 2024

Jan 23, 2025
BUY
$21.25 - $22.07 $324,487 - $337,008
15,270 New
15,270 $325,000

Others Institutions Holding IBTJ

# of Institutions
167
Shares Held
25.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TRE

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