MEMBERS WEALTH LLC IBDT Holdings History
Number of Shares
123,330.00
Current Holdings Value*
$3.12 Mil
% of Portfolio
2.35%
Total Estimate Gain
$98,253.99
% of Total Estimate Gain
2.67%
MEMBERS WEALTH LLC's iShares iBonds Dec 2028 Term Corporate ETF Holding Summary
As of 2025-03-31, MEMBERS WEALTH LLC held 123,330.00 shares of iShares iBonds Dec 2028 Term Corporate ETF(IBDT), totaling $3.12 Mil. This investment constitutes 2.35% of their stock portfolio, and MEMBERS WEALTH LLC now holds 0.11% of the outstanding iShares iBonds Dec 2028 Term Corporate ETF(IBDT) stock.
The initial trade took place in 2024Q2. And since then MEMBERS WEALTH LLC has made 1 purchases of IBDT, at an average price of $24.67, for a total of 149,245.00 shares. Based on historical transaction data and IBDT's current price of $25.37, MEMBERS WEALTH LLC's estimated gain on his IBDT holdings is $98,253.99, reflecting a 2.67% gain to date.
MEMBERS WEALTH LLC IBDT ($25.37) Holding Chart
MEMBERS WEALTH LLC IBDT ($25.37) 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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