Wealth Management Strategies, Inc. Ishares Tr Ibonds Dec 2026 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 2026 Ter stock. As of the latest transaction made, Wealth Management Strategies, Inc. holds 392,562 shares of IBTG stock, worth $8.99 Million. This represents 6.2% of its overall portfolio holdings.

Number of Shares
392,562
Previous 351,893 11.56%
Holding current value
$8.99 Million
Previous $8.03 Million 12.2%
% of portfolio
6.2%
Previous 6.24%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$22.77 - $22.94 $926,033 - $932,946
40,669 Added 11.56%
392,562 $9.01 Million
Q4 2024

Feb 20, 2025
BUY
$22.72 - $23.0 $8 Million - $8.09 Million
351,893 New
351,893 $8.03 Million

Others Institutions Holding IBTG

# of Institutions
279
Shares Held
64.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

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