Wealth Management Strategies, Inc. IBTG Holdings History
Wealth Management Strategies, Inc.'s iShares iBonds Dec 2026 Term Treasury ETF Holding Summary
As of 2025-03-31, Wealth Management Strategies, Inc. held 392,562.00 shares of iShares iBonds Dec 2026 Term Treasury ETF(IBTG), totaling $9.01 Mil. This investment constitutes 6.02% of their stock portfolio, and Wealth Management Strategies, Inc. now holds 0.48% of the outstanding iShares iBonds Dec 2026 Term Treasury ETF(IBTG) stock.
The initial trade took place in 2024Q4. And since then Wealth Management Strategies, Inc. has made 1 purchases of IBTG, at an average price of $22.83, for a total of 392,562.00 shares. Based on historical transaction data and IBTG's current price of $22.88, Wealth Management Strategies, Inc.'s estimated gain on his IBTG holdings is $17,258.60, reflecting a 0.19% gain to date.
Wealth Management Strategies, Inc. IBTG ($22.88) Holding Chart
Wealth Management Strategies, Inc. IBTG ($22.88) 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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