Number of Shares
782,545.00
Current Holdings Value*
$17.60 Mil
% of Portfolio
2.7%
Total Estimate Gain
$117,865.97
% of Total Estimate Gain
0.68%

Financial Advisory Corp's iShares iBonds Dec 2027 Term Treasury ETF Holding Summary

As of 2025-06-30, Financial Advisory Corp held 782,545.00 shares of iShares iBonds Dec 2027 Term Treasury ETF(IBTH), totaling $17.60 Mil. This investment constitutes 2.7% of their stock portfolio, and Financial Advisory Corp now holds 1.1% of the outstanding iShares iBonds Dec 2027 Term Treasury ETF(IBTH) stock.

The initial trade took place in 2024Q4. And since then Financial Advisory Corp has made 2 purchases of IBTH, at an average price of $22.27, for a total of 782,545.00 shares. Based on historical transaction data and IBTH's current price of $22.42, Financial Advisory Corp's estimated gain on his IBTH holdings is $117,865.97, reflecting a 0.68% gain to date.

Financial Advisory Corp IBTH ($22.42) Holding Chart

Financial Advisory Corp IBTH ($22.42) 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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