A detailed history of Wealth Bridge Capital Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Wealth Bridge Capital Management, LLC holds 10,612 shares of IBMQ stock, worth $268,695. This represents 0.08% of its overall portfolio holdings.

Number of Shares
10,612
Holding current value
$268,695
% of portfolio
0.08%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

BUY
$24.91 - $25.63 $264,344 - $271,985
10,612 New
10,612 $271,000
Q1 2024

Apr 30, 2024

SELL
$25.27 - $25.61 $2,476 - $2,509
-98 Reduced 1.02%
9,501 $240,000
Q4 2023

Feb 12, 2024

SELL
$24.26 - $25.61 $18,486 - $19,514
-762 Reduced 7.35%
9,599 $245,000
Q3 2023

Nov 08, 2023

SELL
$24.41 - $25.28 $10,374 - $10,744
-425 Reduced 3.94%
10,361 $252,000
Q2 2023

Aug 01, 2023

BUY
$24.9 - $25.77 $10,482 - $10,849
421 Added 4.06%
10,786 $271,000
Q1 2023

May 10, 2023

BUY
$24.96 - $25.8 $37,240 - $38,493
1,492 Added 16.82%
10,365 $265,000
Q4 2022

Jan 31, 2023

BUY
$24.12 - $25.25 $214,016 - $224,043
8,873 New
8,873 $222,000

Others Institutions Holding IBMQ

About ISHARES TR IBONDS DEC 2028 TER


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

Track Wealth Bridge Capital Management, LLC Portfolio

Follow Wealth Bridge Capital Management, 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 Wealth Bridge Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Bridge Capital Management, LLC with notifications on news.