Asset Advisors Investment Management, LLC IBTG Holdings History
Asset Advisors Investment Management, LLC's iShares iBonds Dec 2026 Term Treasury ETF Holding Summary
As of 2025-06-30, Asset Advisors Investment Management, LLC held 346,169.00 shares of iShares iBonds Dec 2026 Term Treasury ETF(IBTG), totaling $7.94 Mil. This investment constitutes 0.78% of their stock portfolio, and Asset Advisors Investment Management, LLC now holds 0.41% of the outstanding iShares iBonds Dec 2026 Term Treasury ETF(IBTG) stock.
The initial trade took place in 2024Q1. And since then Asset Advisors Investment Management, LLC has made 6 purchases of IBTG, at an average price of $22.78, for a total of 346,169.00 shares. Based on historical transaction data and IBTG's current price of $22.88, Asset Advisors Investment Management, LLC's estimated gain on his IBTG holdings is $33,461.89, reflecting a 0.42% gain to date.
Asset Advisors Investment Management, LLC IBTG ($22.88) Holding Chart
Asset Advisors Investment Management, LLC IBTG ($22.88) 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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