MEMBERS WEALTH LLC IBDV Holdings History

Number of Shares
182,963.00
Current Holdings Value*
$3.97 Mil
% of Portfolio
3%
Total Estimate Gain
$144,335.83
% of Total Estimate Gain
3.70%

MEMBERS WEALTH LLC's iShares iBonds Dec 2030 Term Corporate ETF Holding Summary

As of 2025-03-31, MEMBERS WEALTH LLC held 182,963.00 shares of iShares iBonds Dec 2030 Term Corporate ETF(IBDV), totaling $3.97 Mil. This investment constitutes 3% of their stock portfolio, and MEMBERS WEALTH LLC now holds 0.22% of the outstanding iShares iBonds Dec 2030 Term Corporate ETF(IBDV) stock.

The initial trade took place in 2024Q2. In addition, there have been 1 sales at an average price of $21.49 for 1,691.00 shares. Based on historical transaction data and IBDV's current price of $21.94, MEMBERS WEALTH LLC's estimated gain on his IBDV holdings is $144,335.83, reflecting a 3.70% gain to date.

MEMBERS WEALTH LLC IBDV ($21.94) Holding Chart

MEMBERS WEALTH LLC IBDV ($21.94) 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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