Trinity Wealth Management, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 15,152 shares of IBTH stock, worth $340,465. This represents 0.12% of its overall portfolio holdings.

Number of Shares
15,152
Previous 15,068 0.56%
Holding current value
$340,465
Previous $339,000 0.29%
% of portfolio
0.12%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
$22.43 - $22.55 $1,884 - $1,894
84 Added 0.56%
15,152 $340,000
Q3 2025

Oct 07, 2025
BUY
$22.36 - $22.52 $4,516 - $4,549
202 Added 1.36%
15,068 $339,000
Q4 2024

Jan 23, 2025
BUY
$22.1 - $22.59 $84,532 - $86,406
3,825 Added 34.64%
14,866 $330,000
Q2 2024

Jul 15, 2024
BUY
$21.83 - $22.09 $5,195 - $5,257
238 Added 2.2%
11,041 $243,000
Q1 2024

Apr 17, 2024
BUY
$22.05 - $22.46 $238,206 - $242,635
10,803 New
10,803 $239,000

Others Institutions Holding IBTH

# of Institutions
294
Shares Held
63.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBTH Quotes by TradingView
  • Ticker IBTH
  • Sector ETFs
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