Wealth Bridge Capital Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Wealth Bridge Capital Management, LLC

  • $414 Million
  • Q3 2025

A detailed history of Wealth Bridge Capital Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Wealth Bridge Capital Management, LLC holds 12,942 shares of IBMQ stock, worth $330,021. This represents 0.08% of its overall portfolio holdings.

Number of Shares
12,942
Previous 12,732 1.65%
Holding current value
$330,021
Previous $323,000 2.48%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Nov 07, 2025
BUY
$25.37 - $25.79 $5,327 - $5,415
210 Added 1.65%
12,942 $331,000
Q2 2025

Aug 12, 2025
BUY
$24.88 - $25.41 $16,918 - $17,278
680 Added 5.64%
12,732 $323,000
Q1 2025

Apr 24, 2025
BUY
$25.08 - $25.39 $6,270 - $6,347
250 Added 2.12%
12,052 $304,000
Q4 2024

Feb 03, 2025
BUY
$25.06 - $25.59 $29,821 - $30,452
1,190 Added 11.21%
11,802 $297,000
Q3 2024

Oct 07, 2024
BUY
$24.91 - $25.63 $264,344 - $271,985
10,612 New
10,612 $271,000
Q1 2024

Apr 30, 2024
SELL
$25.27 - $25.61 $2,476 - $2,509
-98 Reduced 1.02%
9,501 $240,000
Q4 2023

Feb 12, 2024
SELL
$24.26 - $25.61 $18,486 - $19,514
-762 Reduced 7.35%
9,599 $245,000
Q3 2023

Nov 08, 2023
SELL
$24.41 - $25.28 $10,374 - $10,744
-425 Reduced 3.94%
10,361 $252,000
Q2 2023

Aug 01, 2023
BUY
$24.9 - $25.77 $10,482 - $10,849
421 Added 4.06%
10,786 $271,000
Q1 2023

May 10, 2023
BUY
$24.96 - $25.8 $37,240 - $38,493
1,492 Added 16.82%
10,365 $265,000
Q4 2022

Jan 31, 2023
BUY
$24.12 - $25.25 $214,016 - $224,043
8,873 New
8,873 $222,000

Others Institutions Holding IBMQ

# of Institutions
179
Shares Held
18.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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

Track Wealth Bridge Capital Management, LLC Portfolio

Follow Wealth Bridge Capital 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 Wealth Bridge Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Bridge Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email