Number of Shares
59,831.00
Current Holdings Value*
$1.30 Mil
% of Portfolio
0.89%
Total Estimate Gain
$18,248.45
% of Total Estimate Gain
1.42%

Forefront Wealth Partners, LLC's iShares iBonds Dec 2029 Term Treasury ETF Holding Summary

As of 2025-03-31, Forefront Wealth Partners, LLC held 59,831.00 shares of iShares iBonds Dec 2029 Term Treasury ETF(IBTJ), totaling $1.30 Mil. This investment constitutes 0.89% of their stock portfolio, and Forefront Wealth Partners, LLC now holds 0.2% of the outstanding iShares iBonds Dec 2029 Term Treasury ETF(IBTJ) stock.

The initial trade took place in 2025Q1. And since then Forefront Wealth Partners, LLC has made 1 purchases of IBTJ, at an average price of $21.48, for a total of 59,831.00 shares. Based on historical transaction data and IBTJ's current price of $21.79, Forefront Wealth Partners, LLC's estimated gain on his IBTJ holdings is $18,248.45, reflecting a 1.42% gain to date.

Forefront Wealth Partners, LLC IBTJ ($21.79) Holding Chart

Forefront Wealth Partners, LLC IBTJ ($21.79) 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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