Atwater Malick LLC IBMN Holdings History

Number of Shares
101,368.00
Current Holdings Value*
$2.71 Mil
% of Portfolio
0.92%
Total Estimate Gain
$21,523.75
% of Total Estimate Gain
0.78%

Atwater Malick LLC's iShares iBonds Dec 2025 Term Muni Bond ETF Holding Summary

As of 2025-03-31, Atwater Malick LLC held 101,368.00 shares of iShares iBonds Dec 2025 Term Muni Bond ETF(IBMN), totaling $2.71 Mil. This investment constitutes 0.92% of their stock portfolio, and Atwater Malick LLC now holds 0.57% of the outstanding iShares iBonds Dec 2025 Term Muni Bond ETF(IBMN) stock.

The initial trade took place in 2021Q4. And since then Atwater Malick LLC has made 13 purchases of IBMN, at an average price of $26.54, for a total of 103,662.00 shares. In addition, there have been 1 sales at an average price of $26.61 for 2,294.00 shares. Based on historical transaction data and IBMN's current price of $26.75, Atwater Malick LLC's estimated gain on his IBMN holdings is $21,523.75, reflecting a 0.78% gain to date.

Atwater Malick LLC IBMN ($26.75) Holding Chart

Atwater Malick LLC IBMN ($26.75) 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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