Trinity Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Trinity Wealth Management, LLC
- $274 Million
- Q4 2025
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 258,390 shares of IBTG stock, worth $5.92 Million. This represents 2.16% of its overall portfolio holdings.
Number of Shares
258,390
Previous 35,392
630.08%
Holding current value
$5.92 Million
Previous $812,000
628.69%
% of portfolio
2.16%
Previous 0.32%
Shares
6 transactions
Others Institutions Holding IBTG
# of Institutions
313Shares Held
79MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME5.51MShares$126 Million1.87% of portfolio
-
Kovitz Investment Group Partners, LLC4.99MShares$114 Million0.49% of portfolio
-
Morgan Stanley New York, NY3.9MShares$89.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$81.8 Million0.01% of portfolio
-
Bailard, Inc.3.1MShares$70.9 Million1.6% of portfolio