Number of Shares
484,001.00
Current Holdings Value*
$11.10 Mil
% of Portfolio
2.85%
Total Estimate Gain
$22,015.74
% of Total Estimate Gain
0.18%

Scissortail Wealth Management, LLC's iShares iBonds Dec 2026 Term Treasury ETF Holding Summary

As of 2025-03-31, Scissortail Wealth Management, LLC held 484,001.00 shares of iShares iBonds Dec 2026 Term Treasury ETF(IBTG), totaling $11.10 Mil. This investment constitutes 2.85% of their stock portfolio, and Scissortail Wealth Management, LLC now holds 0.59% of the outstanding iShares iBonds Dec 2026 Term Treasury ETF(IBTG) stock.

The initial trade took place in 2023Q3. And since then Scissortail Wealth Management, LLC has made 5 purchases of IBTG, at an average price of $22.81, for a total of 534,749.00 shares. In addition, there have been 2 sales at an average price of $22.88 for 50,748.00 shares. Based on historical transaction data and IBTG's current price of $22.85, Scissortail Wealth Management, LLC's estimated gain on his IBTG holdings is $22,015.74, reflecting a 0.18% gain to date.

Scissortail Wealth Management, LLC IBTG ($22.85) Holding Chart

Scissortail Wealth Management, LLC IBTG ($22.85) 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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