A detailed history of Fairhaven Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Fairhaven Wealth Management, LLC holds 28,499 shares of IBTE stock, worth $680,841. This represents 0.23% of its overall portfolio holdings.

Number of Shares
28,499
Previous 25,803 10.45%
Holding current value
$680,841
Previous $617,000 10.7%
% of portfolio
0.23%
Previous 0.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$23.85 - $23.98 $64,299 - $64,650
2,696 Added 10.45%
28,499 $683,000
Q1 2024

May 01, 2024

SELL
$23.85 - $23.95 $18,722 - $18,800
-785 Reduced 2.95%
25,803 $617,000
Q4 2023

Feb 08, 2024

BUY
$23.75 - $23.91 $18,216 - $18,338
767 Added 2.97%
26,588 $634,000
Q2 2023

Aug 11, 2023

BUY
$23.77 - $24.01 $613,765 - $619,962
25,821 New
25,821 $614,000

Others Institutions Holding IBTE

About ISHARES TR IBONDS DEC 2024 TER


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

Track Fairhaven Wealth Management, LLC Portfolio

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

News

Stay updated on Fairhaven Wealth Management, LLC with notifications on news.