Endowment Wealth Management, Inc. IBDQ Holdings History
Endowment Wealth Management, Inc.'s iShares iBonds Dec 2025 Term Corporate ETF Holding Summary
As of 2025-03-31, Endowment Wealth Management, Inc. held 64,761.00 shares of iShares iBonds Dec 2025 Term Corporate ETF(IBDQ), totaling $1.63 Mil. This investment constitutes 1.05% of their stock portfolio, and Endowment Wealth Management, Inc. now holds 0.05% of the outstanding iShares iBonds Dec 2025 Term Corporate ETF(IBDQ) stock.
The initial trade took place in 2024Q4. And since then Endowment Wealth Management, Inc. has made 2 purchases of IBDQ, at an average price of $25.08, for a total of 64,761.00 shares. Based on historical transaction data and IBDQ's current price of $25.10, Endowment Wealth Management, Inc.'s estimated gain on his IBDQ holdings is $1,357.83, reflecting a 0.08% gain to date.
Endowment Wealth Management, Inc. IBDQ ($25.10) Holding Chart
Endowment Wealth Management, Inc. IBDQ ($25.10) 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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