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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