RVW Wealth, LLC IBDR Holdings History
RVW Wealth, LLC's iShares iBonds Dec 2026 Term Corporate ETF Holding Summary
As of 2025-06-30, RVW Wealth, LLC held 1.09 Mil shares of iShares iBonds Dec 2026 Term Corporate ETF(IBDR), totaling $26.48 Mil. This investment constitutes 2.25% of their stock portfolio, and RVW Wealth, LLC now holds 0.79% of the outstanding iShares iBonds Dec 2026 Term Corporate ETF(IBDR) stock.
The initial trade took place in 2021Q3. And since then RVW Wealth, LLC has made 10 purchases of IBDR, at an average price of $24.81, for a total of 1.57 Mil shares. In addition, there have been 6 sales at an average price of $23.88 for 475,609.00 shares. Based on historical transaction data and IBDR's current price of $24.20, RVW Wealth, LLC's estimated gain on his IBDR holdings is $-1.11 Mil, reflecting a -2.85% gain to date.
RVW Wealth, LLC IBDR ($24.20) Holding Chart
RVW Wealth, LLC IBDR ($24.20) 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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