Wealth Management Strategies, Inc. Ishares Tr Ibonds Dec 2025 Ter Transaction History
Wealth Management Strategies, Inc.
- $145 Million
- Q1 2025
A detailed history of Wealth Management Strategies, Inc. transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Wealth Management Strategies, Inc. holds 394,006 shares of IBTF stock, worth $9.2 Million. This represents 6.33% of its overall portfolio holdings.
Number of Shares
394,006
Previous 352,231
11.86%
Holding current value
$9.2 Million
Previous $8.21 Million
12.09%
% of portfolio
6.33%
Previous 6.38%
Shares
2 transactions
Others Institutions Holding IBTF
# of Institutions
313Shares Held
79.9MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME4.52MShares$106 Million1.89% of portfolio
-
Bank Of America Corp Charlotte, NC4.02MShares$94 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.88MShares$90.5 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.01MShares$70.3 Million0.03% of portfolio
-
Capital Investment Advisors, LLC2.75MShares$64.1 Million1.3% of portfolio