Legacy Trust IBHI Holdings History

Number of Shares
10,089.00
Current Holdings Value*
$234,270.00
% of Portfolio
0.06%
Total Estimate Gain
$-100.89
% of Total Estimate Gain
-0.04%

Legacy Trust's iShares iBonds 2029 Term High Yield and Income ETF Holding Summary

As of 2025-03-31, Legacy Trust held 10,089.00 shares of iShares iBonds 2029 Term High Yield and Income ETF(IBHI), totaling $234,270.00. This investment constitutes 0.06% of their stock portfolio, and Legacy Trust now holds 0.15% of the outstanding iShares iBonds 2029 Term High Yield and Income ETF(IBHI) stock.

The initial trade took place in 2025Q1. And since then Legacy Trust has made 1 purchases of IBHI, at an average price of $23.55, for a total of 10,089.00 shares. Based on historical transaction data and IBHI's current price of $23.54, Legacy Trust's estimated gain on his IBHI holdings is $-100.89, reflecting a -0.04% gain to date.

Legacy Trust IBHI ($23.54) Holding Chart

Legacy Trust IBHI ($23.54) 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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