Yoder Wealth Management, Inc. IBDR Holdings History
Yoder Wealth Management, Inc.'s iShares iBonds Dec 2026 Term Corporate ETF Holding Summary
As of 2025-03-31, Yoder Wealth Management, Inc. held 12,300.00 shares of iShares iBonds Dec 2026 Term Corporate ETF(IBDR), totaling $297,780.00. This investment constitutes 0.17% of their stock portfolio, and Yoder Wealth Management, Inc. now holds 0.01% of the outstanding iShares iBonds Dec 2026 Term Corporate ETF(IBDR) stock.
The initial trade took place in 2024Q1. And since then Yoder Wealth Management, Inc. has made 2 purchases of IBDR, at an average price of $23.98, for a total of 26,100.00 shares. In addition, there have been 1 sales at an average price of $24.11 for 13,800.00 shares. Based on historical transaction data and IBDR's current price of $24.18, Yoder Wealth Management, Inc.'s estimated gain on his IBDR holdings is $4,341.00, reflecting a 0.69% gain to date.
Yoder Wealth Management, Inc. IBDR ($24.18) Holding Chart
Yoder Wealth Management, Inc. IBDR ($24.18) 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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