Number of Shares
273,692.00
Current Holdings Value*
$6.63 Mil
% of Portfolio
1.26%
Total Estimate Gain
$-273,591.31
% of Total Estimate Gain
-2.05%

Kesler, Norman & Wride, LLC's iShares iBonds Dec 2026 Term Corporate ETF Holding Summary

As of 2025-03-31, Kesler, Norman & Wride, LLC held 273,692.00 shares of iShares iBonds Dec 2026 Term Corporate ETF(IBDR), totaling $6.63 Mil. This investment constitutes 1.26% of their stock portfolio, and Kesler, Norman & Wride, LLC now holds 0.2% of the outstanding iShares iBonds Dec 2026 Term Corporate ETF(IBDR) stock.

The initial trade took place in 2021Q2. And since then Kesler, Norman & Wride, LLC has made 11 purchases of IBDR, at an average price of $24.79, for a total of 537,050.00 shares. In addition, there have been 5 sales at an average price of $24.37 for 263,358.00 shares. Based on historical transaction data and IBDR's current price of $24.20, Kesler, Norman & Wride, LLC's estimated gain on his IBDR holdings is $-273,591.31, reflecting a -2.05% gain to date.

Kesler, Norman & Wride, LLC IBDR ($24.20) Holding Chart

Kesler, Norman & Wride, LLC IBDR ($24.20) 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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