Wealth Management Strategies, Inc. IBTJ Holdings History
Wealth Management Strategies, Inc.'s iShares iBonds Dec 2029 Term Treasury ETF Holding Summary
As of 2025-03-31, Wealth Management Strategies, Inc. held 297,293.00 shares of iShares iBonds Dec 2029 Term Treasury ETF(IBTJ), totaling $6.47 Mil. This investment constitutes 4.33% of their stock portfolio, and Wealth Management Strategies, Inc. now holds 0.99% of the outstanding iShares iBonds Dec 2029 Term Treasury ETF(IBTJ) stock.
The initial trade took place in 2024Q4. And since then Wealth Management Strategies, Inc. has made 1 purchases of IBTJ, at an average price of $21.49, for a total of 297,293.00 shares. Based on historical transaction data and IBTJ's current price of $21.77, Wealth Management Strategies, Inc.'s estimated gain on his IBTJ holdings is $83,949.68, reflecting a 1.31% gain to date.
Wealth Management Strategies, Inc. IBTJ ($21.77) Holding Chart
Wealth Management Strategies, Inc. IBTJ ($21.77) 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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