Jim Saulnier & Associates, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Jim Saulnier & Associates, LLC

$193 Billion
Q4 2025

A detailed history of Jim Saulnier & Associates, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Jim Saulnier & Associates, LLC holds 97,378 shares of IBTH stock, worth $2.19 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

97,378

Previous 96,140 1.29%

Holding current value

$2.19 Million

Previous $2.17 Billion 1.06%

% of portfolio

1.13%

Previous 1.21%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 29, 2026	BUY	$22.43 - $22.55 $27,768 - $27,916	1,238 Added 1.29%	97,378 $2.19 Billion
Q3 2025 Nov 03, 2025	BUY	$22.36 - $22.52 $182,547 - $183,853	8,164 Added 9.28%	96,140 $2.17 Billion
Q2 2025 Aug 04, 2025	BUY	$22.3 - $22.57 $425,439 - $430,590	19,078 Added 27.69%	87,976 $1.98 Billion
Q1 2025 Apr 21, 2025	BUY	$22.11 - $22.43 $117,205 - $118,901	5,301 Added 8.34%	68,898 $1.54 Billion
Q4 2024 Jan 22, 2025	BUY	$22.1 - $22.59 $531,460 - $543,244	24,048 Added 60.81%	63,597 $1.41 Billion

Q3 2024 Nov 12, 2024	BUY	$21.96 - $22.69 $868,496 - $897,366	39,549 New	39,549 $895 Million

Others Institutions Holding IBTH

# of Institutions

300

Shares Held

67.9M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

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Jim Saulnier & Associates, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History