Number of Shares
453,205.00
Current Holdings Value*
$11.40 Mil
% of Portfolio
2.17%
Total Estimate Gain
$-231,764.43
% of Total Estimate Gain
-1.08%

Kesler, Norman & Wride, LLC's iShares iBonds Dec 2025 Term Corporate ETF Holding Summary

As of 2025-03-31, Kesler, Norman & Wride, LLC held 453,205.00 shares of iShares iBonds Dec 2025 Term Corporate ETF(IBDQ), totaling $11.40 Mil. This investment constitutes 2.17% of their stock portfolio, and Kesler, Norman & Wride, LLC now holds 0.37% of the outstanding iShares iBonds Dec 2025 Term Corporate ETF(IBDQ) stock.

The initial trade took place in 2021Q2. And since then Kesler, Norman & Wride, LLC has made 11 purchases of IBDQ, at an average price of $25.41, for a total of 845,059.00 shares. In addition, there have been 5 sales at an average price of $25.13 for 391,854.00 shares. Based on historical transaction data and IBDQ's current price of $25.14, Kesler, Norman & Wride, LLC's estimated gain on his IBDQ holdings is $-231,764.43, reflecting a -1.08% gain to date.

Kesler, Norman & Wride, LLC IBDQ ($25.14) Holding Chart

Kesler, Norman & Wride, LLC IBDQ ($25.14) 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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