OAK FAMILY ADVISORS, LLC IBDV Holdings History
OAK FAMILY ADVISORS, LLC's iShares iBonds Dec 2030 Term Corporate ETF Holding Summary
As of 2025-06-30, OAK FAMILY ADVISORS, LLC held 11,405.00 shares of iShares iBonds Dec 2030 Term Corporate ETF(IBDV), totaling $250,680.00. This investment constitutes 0.08% of their stock portfolio, and OAK FAMILY ADVISORS, LLC now holds 0.01% of the outstanding iShares iBonds Dec 2030 Term Corporate ETF(IBDV) stock.
The initial trade took place in 2023Q4. And since then OAK FAMILY ADVISORS, LLC has made 3 purchases of IBDV, at an average price of $20.74, for a total of 209,082.00 shares. In addition, there have been 4 sales at an average price of $21.55 for 197,677.00 shares. Based on historical transaction data and IBDV's current price of $21.85, OAK FAMILY ADVISORS, LLC's estimated gain on his IBDV holdings is $172,163.27, reflecting a 3.97% gain to date.
OAK FAMILY ADVISORS, LLC IBDV ($21.85) Holding Chart
OAK FAMILY ADVISORS, LLC 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
