Fairhaven Wealth Management, LLC IBTE Holdings History
Fairhaven Wealth Management, LLC's iShares iBonds Dec 2024 Term Treasury ETF Holding Summary
As of 2024-12-31, Fairhaven Wealth Management, LLC held - shares of iShares iBonds Dec 2024 Term Treasury ETF(IBTE), 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 Treasury ETF(IBTE) stock.
The initial trade took place in 2023Q2. And since then Fairhaven Wealth Management, LLC has made 4 purchases of IBTE, at an average price of $23.69, for a total of 32,371.00 shares. In addition, there have been 2 sales at an average price of $23.92 for 32,371.00 shares. Based on historical transaction data and IBTE's current price of $23.87, Fairhaven Wealth Management, LLC's estimated gain on his IBTE holdings is $7,448.81, reflecting a 0.97% gain to date.
Fairhaven Wealth Management, LLC IBTE ($23.87) Holding Chart
Fairhaven Wealth Management, LLC IBTE ($23.87) 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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