REBALANCE, LLC IBTJ Holdings History
Number of Shares
178,285.00
Current Holdings Value*
$3.91 Mil
% of Portfolio
0.27%
Total Estimate Gain
$23,968.75
% of Total Estimate Gain
0.62%
REBALANCE, LLC's iShares iBonds Dec 2029 Term Treasury ETF Holding Summary
As of 2025-06-30, REBALANCE, LLC held 178,285.00 shares of iShares iBonds Dec 2029 Term Treasury ETF(IBTJ), totaling $3.91 Mil. This investment constitutes 0.27% of their stock portfolio, and REBALANCE, LLC now holds 0.56% of the outstanding iShares iBonds Dec 2029 Term Treasury ETF(IBTJ) stock.
The initial trade took place in 2025Q1. And since then REBALANCE, LLC has made 2 purchases of IBTJ, at an average price of $21.66, for a total of 178,285.00 shares. Based on historical transaction data and IBTJ's current price of $21.80, REBALANCE, LLC's estimated gain on his IBTJ holdings is $23,968.75, reflecting a 0.62% gain to date.
REBALANCE, LLC IBTJ ($21.80) Holding Chart
REBALANCE, LLC IBTJ ($21.80) 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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