Wj Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Wj Wealth Management, LLC

  • $152 Million
  • Q3 2025

A detailed history of Wj Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Wj Wealth Management, LLC holds 28,107 shares of IBMQ stock, worth $716,728. This represents 0.47% of its overall portfolio holdings.

Number of Shares
28,107
Previous 48,307 41.82%
Holding current value
$716,728
Previous $1.24 Million 41.84%
% of portfolio
0.47%
Previous 0.51%

Shares

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

Nov 25, 2025
SELL
$25.37 - $25.79 $512,474 - $520,958
-20,200 Reduced 41.82%
28,107 $720,000
Q3 2025

Nov 14, 2025
BUY
$25.37 - $25.79 $231,044 - $234,869
9,107 Added 23.23%
48,307 $1.24 Million
Q2 2025

Jul 28, 2025
BUY
$24.88 - $25.41 $975,296 - $996,072
39,200 New
39,200 $996,000
Q3 2024

Oct 31, 2024
BUY
$24.91 - $25.63 $923,189 - $949,873
37,061 New
37,061 $949,000

Others Institutions Holding IBMQ

# of Institutions
179
Shares Held
18.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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