M3 Advisory Group, LLC IBHE Holdings History
M3 Advisory Group, LLC's iShares iBonds 2025 Term High Yield and Income ETF Holding Summary
As of 2025-03-31, M3 Advisory Group, LLC held 10,514.00 shares of iShares iBonds 2025 Term High Yield and Income ETF(IBHE), totaling $244,330.00. This investment constitutes 0.19% of their stock portfolio, and M3 Advisory Group, LLC now holds 0.04% of the outstanding iShares iBonds 2025 Term High Yield and Income ETF(IBHE) stock.
The initial trade took place in 2023Q4. And since then M3 Advisory Group, LLC has made 3 purchases of IBHE, at an average price of $23.16, for a total of 44,289.00 shares. In addition, there have been 2 sales at an average price of $23.23 for 33,775.00 shares. Based on historical transaction data and IBHE's current price of $23.19, M3 Advisory Group, LLC's estimated gain on his IBHE holdings is $2,533.83, reflecting a 0.25% gain to date.
M3 Advisory Group, LLC IBHE ($23.19) Holding Chart
M3 Advisory Group, LLC IBHE ($23.19) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
