Wilkins Miller Wealth Management, LLC IBDW Holdings History
Wilkins Miller Wealth Management, LLC's iShares iBonds Dec 2031 Term Corporate ETF Holding Summary
As of 2025-03-31, Wilkins Miller Wealth Management, LLC held 220,293.00 shares of iShares iBonds Dec 2031 Term Corporate ETF(IBDW), totaling $4.57 Mil. This investment constitutes 3.44% of their stock portfolio, and Wilkins Miller Wealth Management, LLC now holds 0.31% of the outstanding iShares iBonds Dec 2031 Term Corporate ETF(IBDW) stock.
The initial trade took place in 2024Q4. And since then Wilkins Miller Wealth Management, LLC has made 1 purchases of IBDW, at an average price of $20.54, for a total of 220,293.00 shares. Based on historical transaction data and IBDW's current price of $20.97, Wilkins Miller Wealth Management, LLC's estimated gain on his IBDW holdings is $94,987.95, reflecting a 2.10% gain to date.
Wilkins Miller Wealth Management, LLC IBDW ($20.97) Holding Chart
Wilkins Miller Wealth Management, LLC IBDW ($20.97) 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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