SHELTON WEALTH MANAGEMENT, LLC IBTJ Holdings History
SHELTON WEALTH MANAGEMENT, LLC's iShares iBonds Dec 2029 Term Treasury ETF Holding Summary
As of 2025-06-30, SHELTON WEALTH MANAGEMENT, LLC held 347,632.00 shares of iShares iBonds Dec 2029 Term Treasury ETF(IBTJ), totaling $7.62 Mil. This investment constitutes 3.67% of their stock portfolio, and SHELTON WEALTH MANAGEMENT, LLC now holds 1.11% of the outstanding iShares iBonds Dec 2029 Term Treasury ETF(IBTJ) stock.
The initial trade took place in 2023Q4. And since then SHELTON WEALTH MANAGEMENT, LLC has made 7 purchases of IBTJ, at an average price of $21.42, for a total of 347,632.00 shares. Based on historical transaction data and IBTJ's current price of $21.77, SHELTON WEALTH MANAGEMENT, LLC's estimated gain on his IBTJ holdings is $120,919.22, reflecting a 1.62% gain to date.
SHELTON WEALTH MANAGEMENT, LLC IBTJ ($21.77) Holding Chart
SHELTON WEALTH MANAGEMENT, LLC IBTJ ($21.77) 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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