Liberty Wealth Management LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History

Liberty Wealth Management LLC

  • $677 Million
  • Q3 2025

A detailed history of Liberty Wealth Management LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Liberty Wealth Management LLC holds 12,748 shares of IBTJ stock, worth $279,563. This represents 0.04% of its overall portfolio holdings.

Number of Shares
12,748
Previous 12,644 0.82%
Holding current value
$279,563
Previous $277,000 0.72%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Oct 31, 2025
BUY
$21.68 - $22.04 $2,254 - $2,292
104 Added 0.82%
12,748 $279,000
Q2 2025

Aug 01, 2025
BUY
$21.57 - $21.99 $272,731 - $278,041
12,644 New
12,644 $277,000

Others Institutions Holding IBTJ

# of Institutions
187
Shares Held
28.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TRE

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