Number of Shares
385,684.00
Current Holdings Value*
$7.65 Mil
% of Portfolio
3.69%
Total Estimate Gain
$135,926.27
% of Total Estimate Gain
1.82%

SHELTON WEALTH MANAGEMENT, LLC's iShares iBonds Dec 2030 Term Treasury ETF Holding Summary

As of 2025-06-30, SHELTON WEALTH MANAGEMENT, LLC held 385,684.00 shares of iShares iBonds Dec 2030 Term Treasury ETF(IBTK), totaling $7.65 Mil. This investment constitutes 3.69% of their stock portfolio, and SHELTON WEALTH MANAGEMENT, LLC now holds 1.72% of the outstanding iShares iBonds Dec 2030 Term Treasury ETF(IBTK) stock.

The initial trade took place in 2025Q1. And since then SHELTON WEALTH MANAGEMENT, LLC has made 2 purchases of IBTK, at an average price of $19.37, for a total of 385,684.00 shares. Based on historical transaction data and IBTK's current price of $19.73, SHELTON WEALTH MANAGEMENT, LLC's estimated gain on his IBTK holdings is $135,926.27, reflecting a 1.82% gain to date.

SHELTON WEALTH MANAGEMENT, LLC IBTK ($19.73) Holding Chart

SHELTON WEALTH MANAGEMENT, LLC IBTK ($19.73) 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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