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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