Number of Shares
968,370.00
Current Holdings Value*
$21.47 Mil
% of Portfolio
7.97%
Total Estimate Gain
$607,603.80
% of Total Estimate Gain
2.94%

MONUMENTAL FINANCIAL GROUP INC.'s iShares iBonds Dec 2030 Term Corporate ETF Holding Summary

As of 2024-09-30, MONUMENTAL FINANCIAL GROUP INC. held 968,370.00 shares of iShares iBonds Dec 2030 Term Corporate ETF(IBDV), totaling $21.47 Mil. This investment constitutes 7.97% of their stock portfolio, and MONUMENTAL FINANCIAL GROUP INC. now holds 1.6% of the outstanding iShares iBonds Dec 2030 Term Corporate ETF(IBDV) stock.

The initial trade took place in 2024Q2. And since then MONUMENTAL FINANCIAL GROUP INC. has made 2 purchases of IBDV, at an average price of $21.33, for a total of 968,370.00 shares. Based on historical transaction data and IBDV's current price of $21.96, MONUMENTAL FINANCIAL GROUP INC.'s estimated gain on his IBDV holdings is $607,603.80, reflecting a 2.94% gain to date.

MONUMENTAL FINANCIAL GROUP INC. IBDV ($21.96) Holding Chart

MONUMENTAL FINANCIAL GROUP INC. IBDV ($21.96) 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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