Number of Shares
392,313.00
Current Holdings Value*
$8.80 Mil
% of Portfolio
5.88%
Total Estimate Gain
$51,412.08
% of Total Estimate Gain
0.59%

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 $22.41, Wealth Management Strategies, Inc.'s estimated gain on his IBTH holdings is $51,412.08, reflecting a 0.59% gain to date.

Wealth Management Strategies, Inc. IBTH ($22.41) Holding Chart

Wealth Management Strategies, Inc. IBTH ($22.41) 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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