InvesTrust IBDS Holdings History

Number of Shares
322,869.00
Current Holdings Value*
$7.84 Mil
% of Portfolio
3.02%
Total Estimate Gain
$28,686.65
% of Total Estimate Gain
0.37%

InvesTrust's iShares iBonds Dec 2027 Term Corporate ETF Holding Summary

As of 2025-06-30, InvesTrust held 322,869.00 shares of iShares iBonds Dec 2027 Term Corporate ETF(IBDS), totaling $7.84 Mil. This investment constitutes 3.02% of their stock portfolio, and InvesTrust now holds 0.25% of the outstanding iShares iBonds Dec 2027 Term Corporate ETF(IBDS) stock.

The initial trade took place in 2024Q4. And since then InvesTrust has made 1 purchases of IBDS, at an average price of $24.07, for a total of 322,879.00 shares. Based on historical transaction data and IBDS's current price of $24.16, InvesTrust's estimated gain on his IBDS holdings is $28,686.65, reflecting a 0.37% gain to date.

InvesTrust IBDS ($24.16) Holding Chart

InvesTrust 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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