Wealth Management Strategies, Inc. Ishares Tr Ibonds Dec 2029 Tre Transaction History

Wealth Management Strategies, Inc.

  • $195 Million
  • Q3 2025

A detailed history of Wealth Management Strategies, Inc. transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Wealth Management Strategies, Inc. holds 472,931 shares of IBTJ stock, worth $10.4 Million. This represents 5.33% of its overall portfolio holdings.

Number of Shares
472,931
Previous 297,293 59.08%
Holding current value
$10.4 Million
Previous $6.47 Million 60.46%
% of portfolio
5.33%
Previous 4.45%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 17, 2025
BUY
$21.68 - $22.04 $3.81 Million - $3.87 Million
175,638 Added 59.08%
472,931 $10.4 Million
Q1 2025

May 15, 2025
BUY
$21.16 - $21.77 $5.7 Million - $5.87 Million
269,448 Added 967.67%
297,293 $6.47 Million
Q4 2024

Feb 20, 2025
BUY
$21.25 - $22.07 $591,706 - $614,539
27,845 New
27,845 $593,000

Others Institutions Holding IBTJ

# of Institutions
186
Shares Held
28.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TRE

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