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

Shelton Wealth Management, LLC

$180 Million
Q3 2024

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 227,105 shares of IBTJ stock, worth $4.83 Million. This represents 2.79% of its overall portfolio holdings.

Number of Shares

227,105

Previous 193,123 17.6%

Holding current value

$4.83 Million

Previous $4.13 Million 21.66%

% of portfolio

2.79%

Previous 2.37%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

130

Shares Held

13.1M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2029 TRE

Ticker IBTJ
Sector ETFs
Industry ETFs

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