NESTEGG ADVISORS, INC. IBDV Holdings History
Number of Shares
374,024.00
Current Holdings Value*
$8.12 Mil
% of Portfolio
8.63%
Total Estimate Gain
$96,921.99
% of Total Estimate Gain
1.20%
NESTEGG ADVISORS, INC.'s iShares iBonds Dec 2030 Term Corporate ETF Holding Summary
As of 2025-03-31, NESTEGG ADVISORS, INC. held 374,024.00 shares of iShares iBonds Dec 2030 Term Corporate ETF(IBDV), totaling $8.12 Mil. This investment constitutes 8.63% of their stock portfolio, and NESTEGG ADVISORS, INC. now holds 0.45% of the outstanding iShares iBonds Dec 2030 Term Corporate ETF(IBDV) stock.
The initial trade took place in 2024Q4. And since then NESTEGG ADVISORS, INC. has made 1 purchases of IBDV, at an average price of $21.59, for a total of 374,024.00 shares. Based on historical transaction data and IBDV's current price of $21.85, NESTEGG ADVISORS, INC.'s estimated gain on his IBDV holdings is $96,921.99, reflecting a 1.20% gain to date.
NESTEGG ADVISORS, INC. IBDV ($21.85) Holding Chart
NESTEGG ADVISORS, INC. IBDV ($21.85) 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 % |
Top Ranked Articles
- 1