Atwater Malick LLC IBMO Holdings History

Number of Shares
94,706.00
Current Holdings Value*
$2.42 Mil
% of Portfolio
0.82%
Total Estimate Gain
$26,938.19
% of Total Estimate Gain
1.10%

Atwater Malick LLC's iShares iBonds Dec 2026 Term Muni Bond ETF Holding Summary

As of 2025-03-31, Atwater Malick LLC held 94,706.00 shares of iShares iBonds Dec 2026 Term Muni Bond ETF(IBMO), totaling $2.42 Mil. This investment constitutes 0.82% of their stock portfolio, and Atwater Malick LLC now holds 0.48% of the outstanding iShares iBonds Dec 2026 Term Muni Bond ETF(IBMO) stock.

The initial trade took place in 2022Q3. And since then Atwater Malick LLC has made 10 purchases of IBMO, at an average price of $25.32, for a total of 96,671.00 shares. In addition, there have been 1 sales at an average price of $25.52 for 1,965.00 shares. Based on historical transaction data and IBMO's current price of $25.60, Atwater Malick LLC's estimated gain on his IBMO holdings is $26,938.19, reflecting a 1.10% gain to date.

Atwater Malick LLC IBMO ($25.60) Holding Chart

Atwater Malick LLC IBMO ($25.60) 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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