Number of Shares
99,471.00
Current Holdings Value*
$2.53 Mil
% of Portfolio
2.69%
Total Estimate Gain
$9,949.67
% of Total Estimate Gain
0.39%

NESTEGG ADVISORS, INC.'s iShares iBonds Dec 2030 Term Muni Bond ETF Holding Summary

As of 2025-03-31, NESTEGG ADVISORS, INC. held 99,471.00 shares of iShares iBonds Dec 2030 Term Muni Bond ETF(IBMS), totaling $2.53 Mil. This investment constitutes 2.69% of their stock portfolio, and NESTEGG ADVISORS, INC. now holds 3.68% of the outstanding iShares iBonds Dec 2030 Term Muni Bond ETF(IBMS) stock.

The initial trade took place in 2024Q4. And since then NESTEGG ADVISORS, INC. has made 1 purchases of IBMS, at an average price of $25.54, for a total of 99,471.00 shares. Based on historical transaction data and IBMS's current price of $25.64, NESTEGG ADVISORS, INC.'s estimated gain on his IBMS holdings is $9,949.67, reflecting a 0.39% gain to date.

NESTEGG ADVISORS, INC. IBMS ($25.64) Holding Chart

NESTEGG ADVISORS, INC. IBMS ($25.64) 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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