ROBINSON SMITH WEALTH ADVISORS LLC IBDU Holdings History
ROBINSON SMITH WEALTH ADVISORS LLC's iShares iBonds Dec 2029 Term Corporate ETF Holding Summary
As of 2025-03-31, ROBINSON SMITH WEALTH ADVISORS LLC held 25,651.00 shares of iShares iBonds Dec 2029 Term Corporate ETF(IBDU), totaling $593,300.00. This investment constitutes 0.5% of their stock portfolio, and ROBINSON SMITH WEALTH ADVISORS LLC now holds 0.02% of the outstanding iShares iBonds Dec 2029 Term Corporate ETF(IBDU) stock.
The initial trade took place in 2024Q2. And since then ROBINSON SMITH WEALTH ADVISORS LLC has made 3 purchases of IBDU, at an average price of $22.74, for a total of 25,651.00 shares. Based on historical transaction data and IBDU's current price of $23.26, ROBINSON SMITH WEALTH ADVISORS LLC's estimated gain on his IBDU holdings is $13,370.82, reflecting a 2.29% gain to date.
ROBINSON SMITH WEALTH ADVISORS LLC IBDU ($23.26) Holding Chart
ROBINSON SMITH WEALTH ADVISORS LLC IBDU ($23.26) 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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