InvesTrust IBDT Holdings History
Number of Shares
262,435.00
Current Holdings Value*
$6.67 Mil
% of Portfolio
2.57%
Total Estimate Gain
$51,333.59
% of Total Estimate Gain
0.78%
InvesTrust's iShares iBonds Dec 2028 Term Corporate ETF Holding Summary
As of 2025-06-30, InvesTrust held 262,435.00 shares of iShares iBonds Dec 2028 Term Corporate ETF(IBDT), totaling $6.67 Mil. This investment constitutes 2.57% of their stock portfolio, and InvesTrust now holds 0.23% of the outstanding iShares iBonds Dec 2028 Term Corporate ETF(IBDT) stock.
The initial trade took place in 2024Q4. And since then InvesTrust has made 2 purchases of IBDT, at an average price of $25.10, for a total of 262,435.00 shares. Based on historical transaction data and IBDT's current price of $25.30, InvesTrust's estimated gain on his IBDT holdings is $51,333.59, reflecting a 0.78% gain to date.
InvesTrust IBDT ($25.30) Holding Chart
InvesTrust IBDT ($25.30) 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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