Wilkins Miller Wealth Management, LLC IBDV Holdings History
Wilkins Miller Wealth Management, LLC's iShares iBonds Dec 2030 Term Corporate ETF Holding Summary
As of 2025-03-31, Wilkins Miller Wealth Management, LLC held 256,721.00 shares of iShares iBonds Dec 2030 Term Corporate ETF(IBDV), totaling $5.58 Mil. This investment constitutes 4.19% of their stock portfolio, and Wilkins Miller Wealth Management, LLC now holds 0.31% of the outstanding iShares iBonds Dec 2030 Term Corporate ETF(IBDV) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $21.49 for 4,770.00 shares. Based on historical transaction data and IBDV's current price of $21.94, Wilkins Miller Wealth Management, LLC's estimated gain on his IBDV holdings is $81,530.62, reflecting a 1.44% gain to date.
Wilkins Miller Wealth Management, LLC IBDV ($21.94) Holding Chart
Wilkins Miller Wealth Management, LLC IBDV ($21.94) 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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