Number of Shares
46,723.00
Current Holdings Value*
$1.13 Mil
% of Portfolio
0.79%
Total Estimate Gain
$4,513.49
% of Total Estimate Gain
0.40%

RIVERCHASE WEALTH MANAGEMENT, LLC's iShares iBonds Dec 2027 Term Corporate ETF Holding Summary

As of 2025-03-31, RIVERCHASE WEALTH MANAGEMENT, LLC held 46,723.00 shares of iShares iBonds Dec 2027 Term Corporate ETF(IBDS), totaling $1.13 Mil. This investment constitutes 0.79% of their stock portfolio, and RIVERCHASE WEALTH MANAGEMENT, LLC now holds 0.04% of the outstanding iShares iBonds Dec 2027 Term Corporate ETF(IBDS) stock.

The initial trade took place in 2024Q4. And since then RIVERCHASE WEALTH MANAGEMENT, LLC has made 1 purchases of IBDS, at an average price of $24.06, for a total of 46,723.00 shares. Based on historical transaction data and IBDS's current price of $24.16, RIVERCHASE WEALTH MANAGEMENT, LLC's estimated gain on his IBDS holdings is $4,513.49, reflecting a 0.40% gain to date.

RIVERCHASE WEALTH MANAGEMENT, LLC IBDS ($24.16) Holding Chart

RIVERCHASE WEALTH MANAGEMENT, LLC IBDS ($24.16) 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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