Wealth Management Strategies, Inc. IBTH Holdings History
Wealth Management Strategies, Inc.'s iShares iBonds Dec 2027 Term Treasury ETF Holding Summary
As of 2025-03-31, Wealth Management Strategies, Inc. held 392,313.00 shares of iShares iBonds Dec 2027 Term Treasury ETF(IBTH), totaling $8.80 Mil. This investment constitutes 5.88% of their stock portfolio, and Wealth Management Strategies, Inc. now holds 0.58% of the outstanding iShares iBonds Dec 2027 Term Treasury ETF(IBTH) stock.
The initial trade took place in 2024Q4. And since then Wealth Management Strategies, Inc. has made 1 purchases of IBTH, at an average price of $22.28, for a total of 392,313.00 shares. Based on historical transaction data and IBTH's current price of $22.40, Wealth Management Strategies, Inc.'s estimated gain on his IBTH holdings is $45,527.38, reflecting a 0.52% gain to date.
Wealth Management Strategies, Inc. IBTH ($22.40) Holding Chart
Wealth Management Strategies, Inc. IBTH ($22.40) 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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