Number of Shares
744,161.00
Current Holdings Value*
$17.29 Mil
% of Portfolio
9.28%
Total Estimate Gain
$159,382.47
% of Total Estimate Gain
0.86%

Mid-American Wealth Advisory Group, Inc.'s iShares iBonds 2025 Term High Yield and Income ETF Holding Summary

As of 2025-03-31, Mid-American Wealth Advisory Group, Inc. held 744,161.00 shares of iShares iBonds 2025 Term High Yield and Income ETF(IBHE), totaling $17.29 Mil. This investment constitutes 9.28% of their stock portfolio, and Mid-American Wealth Advisory Group, Inc. now holds 2.92% of the outstanding iShares iBonds 2025 Term High Yield and Income ETF(IBHE) stock.

The initial trade took place in 2023Q3. And since then Mid-American Wealth Advisory Group, Inc. has made 6 purchases of IBHE, at an average price of $22.99, for a total of 809,588.00 shares. In addition, there have been 1 sales at an average price of $22.90 for 65,427.00 shares. Based on historical transaction data and IBHE's current price of $23.22, Mid-American Wealth Advisory Group, Inc.'s estimated gain on his IBHE holdings is $159,382.47, reflecting a 0.86% gain to date.

Mid-American Wealth Advisory Group, Inc. IBHE ($23.22) Holding Chart

Mid-American Wealth Advisory Group, Inc. IBHE ($23.22) 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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