Tyler Stone Wealth Management Ishares Ibonds 2024 Term High Transaction History

Tyler Stone Wealth Management

$523 Million
Q1 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 04, 2024	BUY	$23.11 - $23.29 $1.43 Million - $1.44 Million	61,698 Added 92.35%	128,506 $2.99 Million
Q2 2024 Aug 14, 2024	SELL	$23.14 - $23.28 $86,034 - $86,555	-3,718 Reduced 5.27%	66,808 $1.55 Million
Q1 2024 May 15, 2024	SELL	$23.16 - $23.38 $389,736 - $393,438	-16,828 Reduced 19.26%	70,526 $1.64 Million
Q4 2023 Feb 14, 2024	SELL	$23.0 - $23.3 $141,703 - $143,551	-6,161 Reduced 6.59%	87,354 $2.03 Million
Q3 2023 Nov 14, 2023	SELL	$22.91 - $23.24 $155,810 - $158,055	-6,801 Reduced 6.78%	93,515 $2.17 Million
Q2 2023 Aug 14, 2023	BUY	$22.78 - $23.08 $393,205 - $398,383	17,261 Added 20.78%	100,316 $2.32 Million
Q4 2022 Feb 14, 2023	BUY	$22.19 - $23.0 $1.43 Million - $1.48 Million	64,410 Added 345.45%	83,055 $1.89 Million
Q3 2022 Nov 14, 2022	BUY	$22.06 - $23.14 $411,308 - $431,445	18,645 New	18,645 $415,000

Others Institutions Holding IBHD

# of Institutions

6

Shares Held

606K

Call Options Held

0

Put Options Held

0

Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

469K
Shares

$10.9 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

62.9K
Shares

$1.46 Million
0.0% of portfolio
Wealthsource Partners, LLC

31.8K
Shares

$738,187
0.05% of portfolio
Adroit Compliance, LLC Rockford, IL

18.1K
Shares

$419,446
0.09% of portfolio
Dfpg Investments, LLC

14.1K
Shares

$327,727
0.03% of portfolio

About ISHARES IBONDS 2024 TERM HIGH

Ticker IBHD
Sector ETFs
Industry ETFs

More about IBHD

Track This Portfolio

Portfolio Update

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

News

Stay updated on Tyler Stone Wealth Management with notifications on news.