Asset Advisors Investment Management, LLC IBTH Holdings History
Asset Advisors Investment Management, LLC's iShares iBonds Dec 2027 Term Treasury ETF Holding Summary
As of 2025-06-30, Asset Advisors Investment Management, LLC held 468,057.00 shares of iShares iBonds Dec 2027 Term Treasury ETF(IBTH), totaling $10.53 Mil. This investment constitutes 1.04% of their stock portfolio, and Asset Advisors Investment Management, LLC now holds 0.65% of the outstanding iShares iBonds Dec 2027 Term Treasury ETF(IBTH) stock.
The initial trade took place in 2024Q3. And since then Asset Advisors Investment Management, LLC has made 4 purchases of IBTH, at an average price of $22.34, for a total of 468,057.00 shares. Based on historical transaction data and IBTH's current price of $22.40, Asset Advisors Investment Management, LLC's estimated gain on his IBTH holdings is $25,576.16, reflecting a 0.24% gain to date.
Asset Advisors Investment Management, LLC IBTH ($22.40) Holding Chart
Asset Advisors Investment Management, LLC IBTH ($22.40) 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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