Number of Shares
15,010.00
Current Holdings Value*
$377,500.00
% of Portfolio
0.32%
Total Estimate Gain
$16,678.17
% of Total Estimate Gain
2.58%

ROBINSON SMITH WEALTH ADVISORS LLC's iShares iBonds Dec 2025 Term Corporate ETF Holding Summary

As of 2025-03-31, ROBINSON SMITH WEALTH ADVISORS LLC held 15,010.00 shares of iShares iBonds Dec 2025 Term Corporate ETF(IBDQ), totaling $377,500.00. This investment constitutes 0.32% of their stock portfolio, and ROBINSON SMITH WEALTH ADVISORS LLC now holds 0.01% of the outstanding iShares iBonds Dec 2025 Term Corporate ETF(IBDQ) stock.

The initial trade took place in 2023Q4. In addition, there have been 1 sales at an average price of $25.11 for 11,347.00 shares. Based on historical transaction data and IBDQ's current price of $25.15, ROBINSON SMITH WEALTH ADVISORS LLC's estimated gain on his IBDQ holdings is $16,678.17, reflecting a 2.58% gain to date.

ROBINSON SMITH WEALTH ADVISORS LLC IBDQ ($25.15) Holding Chart

ROBINSON SMITH WEALTH ADVISORS LLC IBDQ ($25.15) 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 %

Top Ranked Articles

  • 1