Atwater Malick LLC IBMP Holdings History

Number of Shares
76,925.00
Current Holdings Value*
$1.94 Mil
% of Portfolio
0.66%
Total Estimate Gain
$18,508.74
% of Total Estimate Gain
0.93%

Atwater Malick LLC's iShares iBonds Dec 2027 Term Muni Bond ETF Holding Summary

As of 2025-03-31, Atwater Malick LLC held 76,925.00 shares of iShares iBonds Dec 2027 Term Muni Bond ETF(IBMP), totaling $1.94 Mil. This investment constitutes 0.66% of their stock portfolio, and Atwater Malick LLC now holds 0.38% of the outstanding iShares iBonds Dec 2027 Term Muni Bond ETF(IBMP) stock.

The initial trade took place in 2022Q3. And since then Atwater Malick LLC has made 10 purchases of IBMP, at an average price of $25.10, for a total of 79,170.00 shares. In addition, there have been 1 sales at an average price of $25.28 for 2,245.00 shares. Based on historical transaction data and IBMP's current price of $25.33, Atwater Malick LLC's estimated gain on his IBMP holdings is $18,508.74, reflecting a 0.93% gain to date.

Atwater Malick LLC IBMP ($25.33) Holding Chart

Atwater Malick LLC IBMP ($25.33) 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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