Centricity Wealth Management, LLC IBDS Holdings History
Centricity Wealth Management, LLC's iShares iBonds Dec 2027 Term Corporate ETF Holding Summary
As of 2025-03-31, Centricity Wealth Management, LLC held 181,654.00 shares of iShares iBonds Dec 2027 Term Corporate ETF(IBDS), totaling $4.39 Mil. This investment constitutes 3.99% of their stock portfolio, and Centricity Wealth Management, LLC now holds 0.15% of the outstanding iShares iBonds Dec 2027 Term Corporate ETF(IBDS) stock.
The initial trade took place in 2024Q4. And since then Centricity Wealth Management, LLC has made 1 purchases of IBDS, at an average price of $24.07, for a total of 181,654.00 shares. Based on historical transaction data and IBDS's current price of $24.16, Centricity Wealth Management, LLC's estimated gain on his IBDS holdings is $16,687.06, reflecting a 0.38% gain to date.
Centricity Wealth Management, LLC IBDS ($24.16) Holding Chart
Centricity Wealth Management, LLC IBDS ($24.16) 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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