Centric Wealth Management IBDV Holdings History
Centric Wealth Management's iShares iBonds Dec 2030 Term Corporate ETF Holding Summary
As of 2025-03-31, Centric Wealth Management held 347,119.00 shares of iShares iBonds Dec 2030 Term Corporate ETF(IBDV), totaling $7.54 Mil. This investment constitutes 1.98% of their stock portfolio, and Centric Wealth Management now holds 0.42% of the outstanding iShares iBonds Dec 2030 Term Corporate ETF(IBDV) stock.
The initial trade took place in 2024Q3. And since then Centric Wealth Management has made 3 purchases of IBDV, at an average price of $21.69, for a total of 347,119.00 shares. Based on historical transaction data and IBDV's current price of $21.80, Centric Wealth Management's estimated gain on his IBDV holdings is $37,987.80, reflecting a 0.50% gain to date.
Centric Wealth Management IBDV ($21.80) Holding Chart
Centric Wealth Management IBDV ($21.80) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
