Cornerstone Planning, LLC IBTF Holdings History
Number of Shares
740,480.00
Current Holdings Value*
$17.27 Mil
% of Portfolio
6.6%
Total Estimate Gain
$11,107.20
% of Total Estimate Gain
0.06%
Cornerstone Planning, LLC's iShares iBonds Dec 2025 Term Treasury ETF Holding Summary
As of 2024-12-31, Cornerstone Planning, LLC held 740,480.00 shares of iShares iBonds Dec 2025 Term Treasury ETF(IBTF), totaling $17.27 Mil. This investment constitutes 6.6% of their stock portfolio, and Cornerstone Planning, LLC now holds 0.77% of the outstanding iShares iBonds Dec 2025 Term Treasury ETF(IBTF) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and IBTF's current price of $23.34, Cornerstone Planning, LLC's estimated gain on his IBTF holdings is $11,107.20, reflecting a 0.06% gain to date.
Cornerstone Planning, LLC IBTF ($23.34) Holding Chart
Cornerstone Planning, LLC IBTF ($23.34) 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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