Old Port Advisors IBTH Holdings History
Old Port Advisors's iShares iBonds Dec 2027 Term Treasury ETF Holding Summary
As of 2025-03-31, Old Port Advisors held 294,032.00 shares of iShares iBonds Dec 2027 Term Treasury ETF(IBTH), totaling $6.59 Mil. This investment constitutes 1.95% of their stock portfolio, and Old Port Advisors now holds 0.43% of the outstanding iShares iBonds Dec 2027 Term Treasury ETF(IBTH) stock.
The initial trade took place in 2024Q1. And since then Old Port Advisors has made 5 purchases of IBTH, at an average price of $22.23, for a total of 294,032.00 shares. Based on historical transaction data and IBTH's current price of $22.37, Old Port Advisors's estimated gain on his IBTH holdings is $42,035.50, reflecting a 0.64% gain to date.
Old Port Advisors IBTH ($22.37) Holding Chart
Old Port Advisors IBTH ($22.37) 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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