1858 WEALTH MANAGEMENT, LLC IBTF Holdings History
1858 WEALTH MANAGEMENT, LLC's iShares iBonds Dec 2025 Term Treasury ETF Holding Summary
As of 2025-03-31, 1858 WEALTH MANAGEMENT, LLC held 125,832.00 shares of iShares iBonds Dec 2025 Term Treasury ETF(IBTF), totaling $2.94 Mil. This investment constitutes 2.49% of their stock portfolio, and 1858 WEALTH MANAGEMENT, LLC now holds 0.13% of the outstanding iShares iBonds Dec 2025 Term Treasury ETF(IBTF) stock.
The initial trade took place in 2023Q4. And since then 1858 WEALTH MANAGEMENT, LLC has made 3 purchases of IBTF, at an average price of $23.13, for a total of 126,778.00 shares. In addition, there have been 1 sales at an average price of $23.16 for 946.00 shares. Based on historical transaction data and IBTF's current price of $23.34, 1858 WEALTH MANAGEMENT, LLC's estimated gain on his IBTF holdings is $26,516.68, reflecting a 0.90% gain to date.
1858 WEALTH MANAGEMENT, LLC IBTF ($23.34) Holding Chart
1858 WEALTH MANAGEMENT, LLC IBTF ($23.34) 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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