Godshalk Welsh Capital Management, Inc. IBDS Holdings History
Godshalk Welsh Capital Management, Inc.'s iShares iBonds Dec 2027 Term Corporate ETF Holding Summary
As of 2025-03-31, Godshalk Welsh Capital Management, Inc. held 72,700.00 shares of iShares iBonds Dec 2027 Term Corporate ETF(IBDS), totaling $1.76 Mil. This investment constitutes 1.15% of their stock portfolio, and Godshalk Welsh Capital Management, Inc. now holds 0.06% of the outstanding iShares iBonds Dec 2027 Term Corporate ETF(IBDS) stock.
The initial trade took place in 2024Q1. And since then Godshalk Welsh Capital Management, Inc. has made 5 purchases of IBDS, at an average price of $23.95, for a total of 72,700.00 shares. Based on historical transaction data and IBDS's current price of $24.16, Godshalk Welsh Capital Management, Inc.'s estimated gain on his IBDS holdings is $15,305.55, reflecting a 0.88% gain to date.
Godshalk Welsh Capital Management, Inc. IBDS ($24.16) Holding Chart
Godshalk Welsh Capital Management, Inc. IBDS ($24.16) 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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