Ashton Thomas Private Wealth, LLC IBHE Holdings History
Ashton Thomas Private Wealth, LLC's iShares iBonds 2025 Term High Yield and Income ETF Holding Summary
As of 2025-03-31, Ashton Thomas Private Wealth, LLC held 18,897.00 shares of iShares iBonds 2025 Term High Yield and Income ETF(IBHE), totaling $439,170.00. This investment constitutes 0.02% of their stock portfolio, and Ashton Thomas Private Wealth, LLC now holds 0.08% of the outstanding iShares iBonds 2025 Term High Yield and Income ETF(IBHE) stock.
The initial trade took place in 2023Q3. And since then Ashton Thomas Private Wealth, LLC has made 1 purchases of IBHE, at an average price of $22.93, for a total of 737,807.00 shares. In addition, there have been 3 sales at an average price of $23.23 for 718,910.00 shares. Based on historical transaction data and IBHE's current price of $23.22, Ashton Thomas Private Wealth, LLC's estimated gain on his IBHE holdings is $221,257.57, reflecting a 1.31% gain to date.
Ashton Thomas Private Wealth, LLC IBHE ($23.22) Holding Chart
Ashton Thomas Private Wealth, LLC IBHE ($23.22) 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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