SENTINEL PENSION ADVISORS, LLC IBMR Holdings History
SENTINEL PENSION ADVISORS, LLC's iShares iBonds Dec 2029 Term Muni Bond ETF Holding Summary
As of 2025-06-30, SENTINEL PENSION ADVISORS, LLC held 50,089.00 shares of iShares iBonds Dec 2029 Term Muni Bond ETF(IBMR), totaling $1.26 Mil. This investment constitutes 0.21% of their stock portfolio, and SENTINEL PENSION ADVISORS, LLC now holds 0.49% of the outstanding iShares iBonds Dec 2029 Term Muni Bond ETF(IBMR) stock.
The initial trade took place in 2024Q4. And since then SENTINEL PENSION ADVISORS, LLC has made 3 purchases of IBMR, at an average price of $25.10, for a total of 50,089.00 shares. Based on historical transaction data and IBMR's current price of $25.27, SENTINEL PENSION ADVISORS, LLC's estimated gain on his IBMR holdings is $8,764.35, reflecting a 0.70% gain to date.
SENTINEL PENSION ADVISORS, LLC IBMR ($25.27) Holding Chart
SENTINEL PENSION ADVISORS, LLC IBMR ($25.27) 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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