Asset Advisors Investment Management, LLC IBTI Holdings History
Asset Advisors Investment Management, LLC's iShares iBonds Dec 2028 Term Treasury ETF Holding Summary
As of 2025-06-30, Asset Advisors Investment Management, LLC held 566,440.00 shares of iShares iBonds Dec 2028 Term Treasury ETF(IBTI), totaling $12.67 Mil. This investment constitutes 1.25% of their stock portfolio, and Asset Advisors Investment Management, LLC now holds 1.18% of the outstanding iShares iBonds Dec 2028 Term Treasury ETF(IBTI) stock.
The initial trade took place in 2024Q4. And since then Asset Advisors Investment Management, LLC has made 3 purchases of IBTI, at an average price of $22.12, for a total of 566,440.00 shares. Based on historical transaction data and IBTI's current price of $22.24, Asset Advisors Investment Management, LLC's estimated gain on his IBTI holdings is $62,595.37, reflecting a 0.50% gain to date.
Asset Advisors Investment Management, LLC IBTI ($22.24) Holding Chart
Asset Advisors Investment Management, LLC IBTI ($22.24) 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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