Octavia Wealth Advisors, LLC IMTB Holdings History
Octavia Wealth Advisors, LLC's iShares Core 5-10 Year USD Bond ETF Holding Summary
As of 2025-06-30, Octavia Wealth Advisors, LLC held 581,061.00 shares of iShares Core 5-10 Year USD Bond ETF(IMTB), totaling $25.35 Mil. This investment constitutes 2.88% of their stock portfolio, and Octavia Wealth Advisors, LLC now holds 10.02% of the outstanding iShares Core 5-10 Year USD Bond ETF(IMTB) stock.
The initial trade took place in 2024Q4. And since then Octavia Wealth Advisors, LLC has made 3 purchases of IMTB, at an average price of $42.97, for a total of 581,061.00 shares. Based on historical transaction data and IMTB's current price of $43.10, Octavia Wealth Advisors, LLC's estimated gain on his IMTB holdings is $77,860.62, reflecting a 0.31% gain to date.
Octavia Wealth Advisors, LLC IMTB ($43.10) Holding Chart
Octavia Wealth Advisors, LLC IMTB ($43.10) 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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