Number of Shares
297,293.00
Current Holdings Value*
$6.47 Mil
% of Portfolio
4.33%
Total Estimate Gain
$89,003.67
% of Total Estimate Gain
1.39%

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 $21.79, Wealth Management Strategies, Inc.'s estimated gain on his IBTJ holdings is $89,003.67, reflecting a 1.39% gain to date.

Wealth Management Strategies, Inc. IBTJ ($21.79) Holding Chart

Wealth Management Strategies, Inc. IBTJ ($21.79) 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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