1858 WEALTH MANAGEMENT, LLC IBTH Holdings History
1858 WEALTH MANAGEMENT, LLC's iShares iBonds Dec 2027 Term Treasury ETF Holding Summary
As of 2025-03-31, 1858 WEALTH MANAGEMENT, LLC held 130,069.00 shares of iShares iBonds Dec 2027 Term Treasury ETF(IBTH), totaling $2.92 Mil. This investment constitutes 2.47% of their stock portfolio, and 1858 WEALTH MANAGEMENT, LLC now holds 0.19% of the outstanding iShares iBonds Dec 2027 Term Treasury ETF(IBTH) stock.
The initial trade took place in 2023Q4. And since then 1858 WEALTH MANAGEMENT, LLC has made 3 purchases of IBTH, at an average price of $21.98, for a total of 131,273.00 shares. In addition, there have been 1 sales at an average price of $21.97 for 1,204.00 shares. Based on historical transaction data and IBTH's current price of $22.42, 1858 WEALTH MANAGEMENT, LLC's estimated gain on his IBTH holdings is $57,758.37, reflecting a 2.00% gain to date.
1858 WEALTH MANAGEMENT, LLC IBTH ($22.42) Holding Chart
1858 WEALTH MANAGEMENT, LLC IBTH ($22.42) 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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