A detailed history of True Link Financial Advisors, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, True Link Financial Advisors, LLC holds 75,445 shares of IBTE stock, worth $1.81 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
75,445
Previous 91,193 17.27%
Holding current value
$1.81 Million
Previous $2.18 Million 17.13%
% of portfolio
0.17%
Previous 0.21%

Shares

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

Jul 12, 2024

SELL
$23.85 - $23.98 $375,589 - $377,637
-15,748 Reduced 17.27%
75,445 $1.81 Million
Q1 2024

Apr 19, 2024

BUY
$23.85 - $23.95 $106,848 - $107,296
4,480 Added 5.17%
91,193 $2.18 Million
Q4 2023

Jan 19, 2024

BUY
$23.75 - $23.91 $1.31 Million - $1.32 Million
55,164 Added 174.85%
86,713 $2.07 Million
Q3 2023

Oct 30, 2023

BUY
$23.72 - $23.85 $92,887 - $93,396
3,916 Added 14.17%
31,549 $752,000
Q2 2023

Jul 20, 2023

BUY
$23.77 - $24.01 $656,836 - $663,468
27,633 New
27,633 $657,000

Others Institutions Holding IBTE

About ISHARES TR IBONDS DEC 2024 TER


  • Ticker IBTE
  • Sector ETFs
  • Industry ETFs
More about IBTE
Track This Portfolio

Track True Link Financial Advisors, LLC Portfolio

Follow True Link Financial Advisors, 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 True Link Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Link Financial Advisors, LLC with notifications on news.