Wealth Management Strategies, Inc. IBTF Holdings History
Wealth Management Strategies, Inc.'s iShares iBonds Dec 2025 Term Treasury ETF Holding Summary
As of 2025-03-31, Wealth Management Strategies, Inc. held 394,006.00 shares of iShares iBonds Dec 2025 Term Treasury ETF(IBTF), totaling $9.21 Mil. This investment constitutes 6.16% of their stock portfolio, and Wealth Management Strategies, Inc. now holds 0.43% of the outstanding iShares iBonds Dec 2025 Term Treasury ETF(IBTF) stock.
The initial trade took place in 2024Q4. And since then Wealth Management Strategies, Inc. has made 1 purchases of IBTF, at an average price of $23.32, for a total of 394,006.00 shares. Based on historical transaction data and IBTF's current price of $23.35, Wealth Management Strategies, Inc.'s estimated gain on his IBTF holdings is $9,014.65, reflecting a 0.10% gain to date.
Wealth Management Strategies, Inc. IBTF ($23.35) Holding Chart
Wealth Management Strategies, Inc. IBTF ($23.35) 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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