SHELTON WEALTH MANAGEMENT, LLC IBTK Holdings History
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 $19.65, SHELTON WEALTH MANAGEMENT, LLC's estimated gain on his IBTK holdings is $106,999.97, reflecting a 1.43% gain to date.
SHELTON WEALTH MANAGEMENT, LLC IBTK ($19.65) Holding Chart
SHELTON WEALTH MANAGEMENT, LLC IBTK ($19.65) 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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