WJ Wealth Management, LLC IBDS Holdings History
WJ Wealth Management, LLC's iShares iBonds Dec 2027 Term Corporate ETF Holding Summary
As of 2025-03-31, WJ Wealth Management, LLC held 506,813.00 shares of iShares iBonds Dec 2027 Term Corporate ETF(IBDS), totaling $12.25 Mil. This investment constitutes 4.33% of their stock portfolio, and WJ Wealth Management, LLC now holds 0.41% of the outstanding iShares iBonds Dec 2027 Term Corporate ETF(IBDS) stock.
The initial trade took place in 2023Q4. And since then WJ Wealth Management, LLC has made 4 purchases of IBDS, at an average price of $23.78, for a total of 529,007.00 shares. In addition, there have been 2 sales at an average price of $23.78 for 22,194.00 shares. Based on historical transaction data and IBDS's current price of $24.16, WJ Wealth Management, LLC's estimated gain on his IBDS holdings is $192,416.27, reflecting a 1.53% gain to date.
WJ Wealth Management, LLC IBDS ($24.16) Holding Chart
WJ Wealth Management, LLC IBDS ($24.16) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
