Number of Shares
347,632.00
Current Holdings Value*
$7.62 Mil
% of Portfolio
3.67%
Total Estimate Gain
$144,210.56
% of Total Estimate Gain
1.94%

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 $21.84, SHELTON WEALTH MANAGEMENT, LLC's estimated gain on his IBTJ holdings is $144,210.56, reflecting a 1.94% gain to date.

SHELTON WEALTH MANAGEMENT, LLC IBTJ ($21.84) Holding Chart

SHELTON WEALTH MANAGEMENT, LLC IBTJ ($21.84) 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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