Advisors Capital Tactical Fixed Income Fund IBDV Holdings History
Advisors Capital Tactical Fixed Income Fund's iShares iBonds Dec 2030 Term Corporate ETF Holding Summary
As of 2025-03-31, NEIMAN FUNDS held 298,600.00 shares of iShares iBonds Dec 2030 Term Corporate ETF(IBDV), totaling $6.49 Mil. This investment constitutes 5.07% of their stock portfolio, and NEIMAN FUNDS now holds 0.35% of the outstanding iShares iBonds Dec 2030 Term Corporate ETF(IBDV) stock.
The initial trade took place in 2024Q1. And since then Advisors Capital Tactical Fixed Income Fund has made 5 purchases of IBDV, at an average price of $21.41, for a total of 298,600.00 shares. Based on historical transaction data and IBDV's current price of $21.91, Advisors Capital Tactical Fixed Income Fund's estimated gain on his IBDV holdings is $150,166.00, reflecting a 2.35% gain to date.
Advisors Capital Tactical Fixed Income Fund IBDV ($21.91) Holding Chart
Advisors Capital Tactical Fixed Income Fund IBDV ($21.91) 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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