Carr Financial Group Corp IBHE Holdings History
Carr Financial Group Corp's iShares iBonds 2025 Term High Yield and Income ETF Holding Summary
As of 2025-06-30, Carr Financial Group Corp held 153,703.00 shares of iShares iBonds 2025 Term High Yield and Income ETF(IBHE), totaling $3.57 Mil. This investment constitutes 1.05% of their stock portfolio, and Carr Financial Group Corp now holds 0.65% of the outstanding iShares iBonds 2025 Term High Yield and Income ETF(IBHE) stock.
The initial trade took place in 2024Q2. And since then Carr Financial Group Corp has made 4 purchases of IBHE, at an average price of $23.22, for a total of 262,701.00 shares. In addition, there have been 1 sales at an average price of $23.19 for 108,998.00 shares. Based on historical transaction data and IBHE's current price of $23.20, Carr Financial Group Corp's estimated gain on his IBHE holdings is $-6,120.29, reflecting a -0.10% gain to date.
Carr Financial Group Corp IBHE ($23.20) Holding Chart
Carr Financial Group Corp IBHE ($23.20) 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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