Trinity Wealth Management, LLC Ishares Tr Ibonds Dec 2025 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 2025 Ter stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 237,937 shares of IBTF stock, worth $5.55 Million. This represents 2.24% of its overall portfolio holdings.
Number of Shares
237,937
Previous 219,543
8.38%
Holding current value
$5.55 Million
Previous $5.13 Million
8.34%
% of portfolio
2.24%
Previous 2.35%
Shares
9 transactions
Others Institutions Holding IBTF
# of Institutions
329Shares Held
71.1MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.52MShares$105 Million1.89% of portfolio
-
Bank Of America Corp Charlotte, NC4.04MShares$94.3 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.56MShares$82.9 Million0.01% of portfolio
-
Colony Group LLC Boston, MA2.65MShares$61.7 Million0.92% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.55MShares$59.6 Million0.02% of portfolio