A detailed history of Wellington Wealth Strategies, Llc. transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Wellington Wealth Strategies, Llc. holds 8,803 shares of ISTB stock, worth $421,311. This represents 0.32% of its overall portfolio holdings.

Number of Shares
8,803
Holding current value
$421,311
% of portfolio
0.32%

Shares

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

Nov 12, 2024

BUY
$47.18 - $48.74 $415,325 - $429,058
8,803 New
8,803 $423 Million
Q1 2024

May 14, 2024

SELL
$47.16 - $47.73 $540,170 - $546,699
-11,454 Reduced 54.08%
9,727 $461 Million
Q4 2020

Feb 14, 2024

BUY
$51.33 - $51.65 $1.09 Million - $1.09 Million
21,181 New
21,181 $1.01 Billion

Others Institutions Holding ISTB

About IHARES CORE 1-5 YEARS USD BOND


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

Track Wellington Wealth Strategies, Llc. Portfolio

Follow Wellington Wealth Strategies, 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 Wellington Wealth Strategies, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Wellington Wealth Strategies, Llc. with notifications on news.