Cornerstone Planning, LLC IBDQ Holdings History
Number of Shares
715,929.00
Current Holdings Value*
$17.93 Mil
% of Portfolio
6.85%
Total Estimate Gain
$64,433.61
% of Total Estimate Gain
0.36%
Cornerstone Planning, LLC's iShares iBonds Dec 2025 Term Corporate ETF Holding Summary
As of 2024-12-31, Cornerstone Planning, LLC held 715,929.00 shares of iShares iBonds Dec 2025 Term Corporate ETF(IBDQ), totaling $17.93 Mil. This investment constitutes 6.85% of their stock portfolio, and Cornerstone Planning, LLC now holds 0.57% of the outstanding iShares iBonds Dec 2025 Term Corporate ETF(IBDQ) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and IBDQ's current price of $25.14, Cornerstone Planning, LLC's estimated gain on his IBDQ holdings is $64,433.61, reflecting a 0.36% gain to date.
Cornerstone Planning, LLC IBDQ ($25.14) Holding Chart
Cornerstone Planning, LLC IBDQ ($25.14) 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 % | |||
Top Ranked Articles
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers