Forefront Wealth Partners, LLC IBTJ Holdings History
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 $21.77, Forefront Wealth Partners, LLC's estimated gain on his IBTJ holdings is $17,231.33, reflecting a 1.34% gain to date.
Forefront Wealth Partners, LLC IBTJ ($21.77) Holding Chart
Forefront Wealth Partners, 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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