Shelton Wealth Management, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History

Shelton Wealth Management, LLC

  • $213 Million
  • Q3 2025

A detailed history of Shelton Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 372,795 shares of IBTJ stock, worth $8.18 Million. This represents 3.85% of its overall portfolio holdings.

Number of Shares
372,795
Previous 347,632 7.24%
Holding current value
$8.18 Million
Previous $7.62 Million 7.43%
% of portfolio
3.85%
Previous 3.8%

Shares

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

Oct 09, 2025
BUY
$21.68 - $22.04 $545,533 - $554,592
25,163 Added 7.24%
372,795 $8.19 Million
Q2 2025

Jul 11, 2025
BUY
$21.57 - $21.99 $286,535 - $292,115
13,284 Added 3.97%
347,632 $7.62 Million
Q1 2025

Apr 21, 2025
BUY
$21.16 - $21.77 $648,067 - $666,749
30,627 Added 10.08%
334,348 $7.28 Million
Q4 2024

Jan 15, 2025
BUY
$21.25 - $22.07 $1.63 Million - $1.69 Million
76,616 Added 33.74%
303,721 $6.48 Million
Q3 2024

Oct 21, 2024
BUY
$21.22 - $22.22 $721,098 - $755,080
33,982 Added 17.6%
227,105 $5.02 Million
Q2 2024

Jul 23, 2024
BUY
$21.0 - $21.44 $1.27 Million - $1.29 Million
60,388 Added 45.5%
193,123 $4.13 Million
Q1 2024

May 14, 2024
BUY
$21.33 - $21.86 $908,871 - $931,454
42,610 Added 47.28%
132,735 $2.85 Million
Q4 2023

Feb 14, 2024
BUY
$20.61 - $21.84 $1.86 Million - $1.97 Million
90,125 New
90,125 $1.96 Million

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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