VIRGINIA WEALTH MANAGEMENT GROUP, INC. IBDT Holdings History
VIRGINIA WEALTH MANAGEMENT GROUP, INC.'s iShares iBonds Dec 2028 Term Corporate ETF Holding Summary
As of 2025-03-31, VIRGINIA WEALTH MANAGEMENT GROUP, INC. held 174,705.00 shares of iShares iBonds Dec 2028 Term Corporate ETF(IBDT), totaling $4.41 Mil. This investment constitutes 2.73% of their stock portfolio, and VIRGINIA WEALTH MANAGEMENT GROUP, INC. now holds 0.16% of the outstanding iShares iBonds Dec 2028 Term Corporate ETF(IBDT) stock.
The initial trade took place in 2023Q4. And since then VIRGINIA WEALTH MANAGEMENT GROUP, INC. has made 4 purchases of IBDT, at an average price of $24.51, for a total of 178,765.00 shares. In addition, there have been 2 sales at an average price of $24.87 for 4,060.00 shares. Based on historical transaction data and IBDT's current price of $25.27, VIRGINIA WEALTH MANAGEMENT GROUP, INC.'s estimated gain on his IBDT holdings is $134,435.45, reflecting a 3.07% gain to date.
VIRGINIA WEALTH MANAGEMENT GROUP, INC. IBDT ($25.27) Holding Chart
VIRGINIA WEALTH MANAGEMENT GROUP, INC. IBDT ($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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