Wealth Management Strategies, Inc. IBTI Holdings History
Wealth Management Strategies, Inc.'s iShares iBonds Dec 2028 Term Treasury ETF Holding Summary
As of 2025-03-31, Wealth Management Strategies, Inc. held 353,920.00 shares of iShares iBonds Dec 2028 Term Treasury ETF(IBTI), totaling $7.87 Mil. This investment constitutes 5.27% of their stock portfolio, and Wealth Management Strategies, Inc. now holds 0.79% of the outstanding iShares iBonds Dec 2028 Term Treasury ETF(IBTI) stock.
The initial trade took place in 2024Q4. And since then Wealth Management Strategies, Inc. has made 1 purchases of IBTI, at an average price of $22.04, for a total of 353,920.00 shares. Based on historical transaction data and IBTI's current price of $22.26, Wealth Management Strategies, Inc.'s estimated gain on his IBTI holdings is $78,949.66, reflecting a 1.01% gain to date.
Wealth Management Strategies, Inc. IBTI ($22.26) Holding Chart
Wealth Management Strategies, Inc. IBTI ($22.26) 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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