Shelton Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Shelton Wealth Management, LLC

$180 Million
Q3 2024

A detailed history of Shelton Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 221,099 shares of IBTH stock, worth $4.89 Million. This represents 2.78% of its overall portfolio holdings.

Number of Shares

221,099

Previous 187,360 18.01%

Holding current value

$4.89 Million

Previous $4.14 Million 21.01%

% of portfolio

2.78%

Previous 2.38%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$21.96 - $22.69 $740,908 - $765,537	33,739 Added 18.01%	221,099 $5.01 Million
Q2 2024 Jul 23, 2024	BUY	$21.83 - $22.09 $1.28 Million - $1.29 Million	58,614 Added 45.53%	187,360 $4.14 Million
Q1 2024 May 14, 2024	BUY	$22.05 - $22.46 $919,595 - $936,694	41,705 Added 47.91%	128,746 $2.85 Million
Q4 2023 Feb 14, 2024	BUY	$21.61 - $22.41 $1.88 Million - $1.95 Million	87,041 New	87,041 $1.95 Million

Others Institutions Holding IBTH

# of Institutions

199

Shares Held

32.4M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBTH
Sector ETFs
Industry ETFs

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Shelton Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History