Denver PWM, LLC IBTH Holdings History
Denver PWM, LLC's iShares iBonds Dec 2027 Term Treasury ETF Holding Summary
As of 2025-03-31, Denver PWM, LLC held 684,449.00 shares of iShares iBonds Dec 2027 Term Treasury ETF(IBTH), totaling $15.35 Mil. This investment constitutes 5.52% of their stock portfolio, and Denver PWM, LLC now holds 1.01% of the outstanding iShares iBonds Dec 2027 Term Treasury ETF(IBTH) stock.
The initial trade took place in 2022Q4. And since then Denver PWM, LLC has made 8 purchases of IBTH, at an average price of $22.05, for a total of 766,627.00 shares. In addition, there have been 1 sales at an average price of $21.96 for 82,178.00 shares. Based on historical transaction data and IBTH's current price of $22.40, Denver PWM, LLC's estimated gain on his IBTH holdings is $225,275.55, reflecting a 1.33% gain to date.
Denver PWM, LLC IBTH ($22.40) Holding Chart
Denver PWM, LLC IBTH ($22.40) 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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