Fairhaven Wealth Management, LLC IBDP Holdings History
Fairhaven Wealth Management, LLC's iShares iBonds Dec 2024 Term Corporate ETF Holding Summary
As of 2024-12-31, Fairhaven Wealth Management, LLC held - shares of iShares iBonds Dec 2024 Term Corporate ETF(IBDP), totaling N/A. This investment constitutes 0% of their stock portfolio, and Fairhaven Wealth Management, LLC now holds 0% of the outstanding iShares iBonds Dec 2024 Term Corporate ETF(IBDP) stock.
The initial trade took place in 2023Q2. And since then Fairhaven Wealth Management, LLC has made 5 purchases of IBDP, at an average price of $24.50, for a total of 40,760.00 shares. In addition, there have been 2 sales at an average price of $25.14 for 40,760.00 shares. Based on historical transaction data and IBDP's current price of $25.15, Fairhaven Wealth Management, LLC's estimated gain on his IBDP holdings is $25,732.30, reflecting a 2.58% gain to date.
Fairhaven Wealth Management, LLC IBDP ($25.15) Holding Chart
Fairhaven Wealth Management, LLC IBDP ($25.15) 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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