Number of Shares
1.01 Mil
Current Holdings Value*
$22.15 Mil
% of Portfolio
0.53%
Total Estimate Gain
$356,541.68
% of Total Estimate Gain
1.61%

InterOcean Capital Group, LLC's iShares iBonds Dec 2028 Term Treasury ETF Holding Summary

As of 2024-03-31, InterOcean Capital Group, LLC held 1.01 Mil shares of iShares iBonds Dec 2028 Term Treasury ETF(IBTI), totaling $22.15 Mil. This investment constitutes 0.53% of their stock portfolio, and InterOcean Capital Group, LLC now holds -% of the outstanding iShares iBonds Dec 2028 Term Treasury ETF(IBTI) stock.

The initial trade took place in 2023Q4. And since then InterOcean Capital Group, LLC has made 2 purchases of IBTI, at an average price of $21.87, for a total of 1.01 Mil shares. Based on historical transaction data and IBTI's current price of $22.22, InterOcean Capital Group, LLC's estimated gain on his IBTI holdings is $356,541.68, reflecting a 1.61% gain to date.

InterOcean Capital Group, LLC IBTI ($22.22) Holding Chart

InterOcean Capital Group, LLC IBTI ($22.22) 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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