Wealth Management Strategies, Inc.
Position in IBTJ — iShares iBonds Dec 2029 Term Treasury ETF
CIK 2057285
PITTSBURGH, PA
All Filings in IBTJ
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBTJ | $11,852,339 | 542,615 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 IBTJ | $11,242,752 | 512,315 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 IBTJ | $10,383,200 | 472,931 | Shares | Sole | 2025-11-17 | |
| 2025-03-31 IBTJ | $6,472,068 | 297,293 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 IBTJ | $5,938 | 27,845 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||