TRUE Private Wealth Advisors IBTL Holdings History
TRUE Private Wealth Advisors's iShares iBonds Dec 2031 Term Treasury ETF Holding Summary
As of 2025-03-31, TRUE Private Wealth Advisors held 1.67 Mil shares of iShares iBonds Dec 2031 Term Treasury ETF(IBTL), totaling $33.86 Mil. This investment constitutes 4.11% of their stock portfolio, and TRUE Private Wealth Advisors now holds 9.15% of the outstanding iShares iBonds Dec 2031 Term Treasury ETF(IBTL) stock.
The initial trade took place in 2025Q1. And since then TRUE Private Wealth Advisors has made 1 purchases of IBTL, at an average price of $19.98, for a total of 1.67 Mil shares. Based on historical transaction data and IBTL's current price of $20.24, TRUE Private Wealth Advisors's estimated gain on his IBTL holdings is $427,488.16, reflecting a 1.28% gain to date.
TRUE Private Wealth Advisors IBTL ($20.24) Holding Chart
TRUE Private Wealth Advisors IBTL ($20.24) 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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