WJ Wealth Management, LLC IBDR Holdings History
WJ Wealth Management, LLC's iShares iBonds Dec 2026 Term Corporate ETF Holding Summary
As of 2025-03-31, WJ Wealth Management, LLC held 250,658.00 shares of iShares iBonds Dec 2026 Term Corporate ETF(IBDR), totaling $6.07 Mil. This investment constitutes 2.15% of their stock portfolio, and WJ Wealth Management, LLC now holds 0.19% of the outstanding iShares iBonds Dec 2026 Term Corporate ETF(IBDR) stock.
The initial trade took place in 2023Q4. And since then WJ Wealth Management, LLC has made 5 purchases of IBDR, at an average price of $23.65, for a total of 520,354.00 shares. In addition, there have been 1 sales at an average price of $24.13 for 269,696.00 shares. Based on historical transaction data and IBDR's current price of $24.16, WJ Wealth Management, LLC's estimated gain on his IBDR holdings is $256,976.45, reflecting a 2.09% gain to date.
WJ Wealth Management, LLC IBDR ($24.16) Holding Chart
WJ Wealth Management, LLC IBDR ($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 % | |||
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