TRUE Private Wealth Advisors IBTJ Holdings History
TRUE Private Wealth Advisors's iShares iBonds Dec 2029 Term Treasury ETF Holding Summary
As of 2025-03-31, TRUE Private Wealth Advisors held 1.51 Mil shares of iShares iBonds Dec 2029 Term Treasury ETF(IBTJ), totaling $32.84 Mil. This investment constitutes 3.99% of their stock portfolio, and TRUE Private Wealth Advisors now holds 5% of the outstanding iShares iBonds Dec 2029 Term Treasury ETF(IBTJ) stock.
The initial trade took place in 2025Q1. And since then TRUE Private Wealth Advisors has made 1 purchases of IBTJ, at an average price of $21.48, for a total of 1.51 Mil shares. Based on historical transaction data and IBTJ's current price of $21.70, TRUE Private Wealth Advisors's estimated gain on his IBTJ holdings is $324,777.47, reflecting a 1.00% gain to date.
TRUE Private Wealth Advisors IBTJ ($21.70) Holding Chart
TRUE Private Wealth Advisors IBTJ ($21.70) 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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