Yoder Wealth Management, Inc. IBTL Holdings History
Yoder Wealth Management, Inc.'s iShares iBonds Dec 2031 Term Treasury ETF Holding Summary
As of 2025-03-31, Yoder Wealth Management, Inc. held 170,236.00 shares of iShares iBonds Dec 2031 Term Treasury ETF(IBTL), totaling $3.46 Mil. This investment constitutes 1.95% of their stock portfolio, and Yoder Wealth Management, Inc. now holds 0.96% of the outstanding iShares iBonds Dec 2031 Term Treasury ETF(IBTL) stock.
The initial trade took place in 2024Q1. And since then Yoder Wealth Management, Inc. has made 5 purchases of IBTL, at an average price of $20.21, for a total of 170,236.00 shares. Based on historical transaction data and IBTL's current price of $20.29, Yoder Wealth Management, Inc.'s estimated gain on his IBTL holdings is $13,333.14, reflecting a 0.39% gain to date.
Yoder Wealth Management, Inc. IBTL ($20.29) Holding Chart
Yoder Wealth Management, Inc. IBTL ($20.29) 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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