Denver PWM, LLC IBTJ Holdings History
Denver PWM, LLC's iShares iBonds Dec 2029 Term Treasury ETF Holding Summary
As of 2025-03-31, Denver PWM, LLC held 629,081.00 shares of iShares iBonds Dec 2029 Term Treasury ETF(IBTJ), totaling $13.70 Mil. This investment constitutes 4.93% of their stock portfolio, and Denver PWM, LLC now holds 2.09% of the outstanding iShares iBonds Dec 2029 Term Treasury ETF(IBTJ) stock.
The initial trade took place in 2024Q4. And since then Denver PWM, LLC has made 2 purchases of IBTJ, at an average price of $21.53, for a total of 629,081.00 shares. Based on historical transaction data and IBTJ's current price of $21.77, Denver PWM, LLC's estimated gain on his IBTJ holdings is $148,040.81, reflecting a 1.09% gain to date.
Denver PWM, LLC IBTJ ($21.77) Holding Chart
Denver PWM, LLC IBTJ ($21.77) 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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