Number of Shares
329,329.00
Current Holdings Value*
$7.55 Mil
% of Portfolio
3.64%
Total Estimate Gain
$54,279.86
% of Total Estimate Gain
0.73%

SHELTON WEALTH MANAGEMENT, LLC's iShares iBonds Dec 2026 Term Treasury ETF Holding Summary

As of 2025-06-30, SHELTON WEALTH MANAGEMENT, LLC held 329,329.00 shares of iShares iBonds Dec 2026 Term Treasury ETF(IBTG), totaling $7.55 Mil. This investment constitutes 3.64% of their stock portfolio, and SHELTON WEALTH MANAGEMENT, LLC now holds 0.39% of the outstanding iShares iBonds Dec 2026 Term Treasury ETF(IBTG) stock.

The initial trade took place in 2023Q4. And since then SHELTON WEALTH MANAGEMENT, LLC has made 7 purchases of IBTG, at an average price of $22.72, for a total of 329,329.00 shares. Based on historical transaction data and IBTG's current price of $22.88, SHELTON WEALTH MANAGEMENT, LLC's estimated gain on his IBTG holdings is $54,279.86, reflecting a 0.73% gain to date.

SHELTON WEALTH MANAGEMENT, LLC IBTG ($22.88) Holding Chart

SHELTON WEALTH MANAGEMENT, LLC IBTG ($22.88) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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