Shelton Wealth Management, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 365,038 shares of IBTI stock, worth $8.16 Million. This represents 3.84% of its overall portfolio holdings.

Number of Shares
365,038
Previous 339,810 7.42%
Holding current value
$8.16 Million
Previous $7.6 Million 7.57%
% of portfolio
3.84%
Previous 3.79%

Shares

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

Oct 09, 2025
BUY
$22.19 - $22.44 $559,809 - $566,116
25,228 Added 7.42%
365,038 $8.17 Million
Q2 2025

Jul 11, 2025
BUY
$22.09 - $22.44 $306,763 - $311,624
13,887 Added 4.26%
339,810 $7.6 Million
Q1 2025

Apr 21, 2025
BUY
$21.77 - $22.25 $639,602 - $653,705
29,380 Added 9.91%
325,923 $7.25 Million
Q4 2024

Jan 15, 2025
BUY
$21.81 - $22.48 $1.61 Million - $1.66 Million
73,828 Added 33.15%
296,543 $6.49 Million
Q3 2024

Oct 21, 2024
BUY
$21.7 - $22.6 $726,299 - $756,422
33,470 Added 17.69%
222,715 $5.01 Million
Q2 2024

Jul 23, 2024
BUY
$21.51 - $21.88 $1.27 Million - $1.3 Million
59,257 Added 45.59%
189,245 $4.13 Million
Q1 2024

May 14, 2024
BUY
$21.79 - $22.29 $914,548 - $935,533
41,971 Added 47.69%
129,988 $2.85 Million
Q4 2023

Feb 14, 2024
BUY
$21.24 - $22.25 $1.87 Million - $1.96 Million
88,017 New
88,017 $1.95 Million

Others Institutions Holding IBTI

# of Institutions
213
Shares Held
41.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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