Number of Shares
125,832.00
Current Holdings Value*
$2.94 Mil
% of Portfolio
2.49%
Total Estimate Gain
$26,504.10
% of Total Estimate Gain
0.90%

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 $26,504.10, 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 %

Top Ranked Articles

  • 1