Advisors Capital Tactical Fixed Income Fund IBDW Holdings History
Advisors Capital Tactical Fixed Income Fund's iShares iBonds Dec 2031 Term Corporate ETF Holding Summary
As of 2025-03-31, NEIMAN FUNDS held 781,500.00 shares of iShares iBonds Dec 2031 Term Corporate ETF(IBDW), totaling $16.22 Mil. This investment constitutes 12.68% of their stock portfolio, and NEIMAN FUNDS now holds 1.06% of the outstanding iShares iBonds Dec 2031 Term Corporate ETF(IBDW) stock.
The initial trade took place in 2024Q1. And since then Advisors Capital Tactical Fixed Income Fund has made 5 purchases of IBDW, at an average price of $20.46, for a total of 781,500.00 shares. Based on historical transaction data and IBDW's current price of $20.95, Advisors Capital Tactical Fixed Income Fund's estimated gain on his IBDW holdings is $381,004.00, reflecting a 2.38% gain to date.
Advisors Capital Tactical Fixed Income Fund IBDW ($20.95) Holding Chart
Advisors Capital Tactical Fixed Income Fund IBDW ($20.95) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
