Centricity Wealth Management, LLC IBDT Holdings History
Centricity Wealth Management, LLC's iShares iBonds Dec 2028 Term Corporate ETF Holding Summary
As of 2025-03-31, Centricity Wealth Management, LLC held 187,115.00 shares of iShares iBonds Dec 2028 Term Corporate ETF(IBDT), totaling $4.73 Mil. This investment constitutes 4.29% of their stock portfolio, and Centricity Wealth Management, LLC now holds 0.17% of the outstanding iShares iBonds Dec 2028 Term Corporate ETF(IBDT) stock.
The initial trade took place in 2024Q4. And since then Centricity Wealth Management, LLC has made 1 purchases of IBDT, at an average price of $25.11, for a total of 187,115.00 shares. Based on historical transaction data and IBDT's current price of $25.27, Centricity Wealth Management, LLC's estimated gain on his IBDT holdings is $30,215.05, reflecting a 0.64% gain to date.
Centricity Wealth Management, LLC IBDT ($25.27) Holding Chart
Centricity Wealth Management, LLC IBDT ($25.27) 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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