Trinity Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Trinity Wealth Management, LLC

  • $221 Million
  • Q4 2024

A detailed history of Trinity Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 28,589 shares of IBTG stock, worth $651,543. This represents 0.3% of its overall portfolio holdings.

Number of Shares
28,589
Previous 10,299 177.59%
Holding current value
$651,543
Previous $237,000 175.11%
% of portfolio
0.3%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$22.72 - $23.0 $415,548 - $420,670
18,290 Added 177.59%
28,589 $652,000
Q1 2024

Apr 17, 2024
BUY
$22.62 - $22.94 $232,963 - $236,259
10,299 New
10,299 $233,000

Others Institutions Holding IBTG

# of Institutions
229
Shares Held
45.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

IBTG Quotes by TradingView
  • Ticker IBTG
  • Sector ETFs
  • Industry ETFs
More about IBTG
Track This Portfolio

Track Trinity Wealth Management, LLC Portfolio

Follow Trinity Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trinity Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trinity Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email