Wilkins Miller Wealth Management, LLC IBDU Holdings History
Wilkins Miller Wealth Management, LLC's iShares iBonds Dec 2029 Term Corporate ETF Holding Summary
As of 2025-03-31, Wilkins Miller Wealth Management, LLC held 179,764.00 shares of iShares iBonds Dec 2029 Term Corporate ETF(IBDU), totaling $4.16 Mil. This investment constitutes 3.13% of their stock portfolio, and Wilkins Miller Wealth Management, LLC now holds 0.16% of the outstanding iShares iBonds Dec 2029 Term Corporate ETF(IBDU) stock.
The initial trade took place in 2024Q4. And since then Wilkins Miller Wealth Management, LLC has made 1 purchases of IBDU, at an average price of $23.03, for a total of 179,764.00 shares. Based on historical transaction data and IBDU's current price of $23.27, Wilkins Miller Wealth Management, LLC's estimated gain on his IBDU holdings is $42,678.84, reflecting a 1.03% gain to date.
Wilkins Miller Wealth Management, LLC IBDU ($23.27) Holding Chart
Wilkins Miller Wealth Management, LLC IBDU ($23.27) 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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