RIVERCHASE WEALTH MANAGEMENT, LLC IBDS Holdings History
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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