Shelton Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Shelton Wealth Management, LLC
- $213 Million
- Q3 2025
A detailed history of Shelton Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 354,835 shares of IBTG stock, worth $8.13 Million. This represents 3.83% of its overall portfolio holdings.
Number of Shares
354,835
Previous 329,329
7.74%
Holding current value
$8.13 Million
Previous $7.55 Million
7.84%
% of portfolio
3.83%
Previous 3.77%
Shares
8 transactions
Others Institutions Holding IBTG
# of Institutions
311Shares Held
78.2MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
-
Kovitz Investment Group Partners, LLC4.99MShares$114 Million0.49% of portfolio
-
Morgan Stanley New York, NY3.9MShares$89.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$81.8 Million0.01% of portfolio
-
Bailard, Inc.3.1MShares$70.9 Million1.6% of portfolio