Number of Shares
767,440.00
Current Holdings Value*
$17.16 Mil
% of Portfolio
2.63%
Total Estimate Gain
$201,538.08
% of Total Estimate Gain
1.19%

Financial Advisory Corp's iShares iBonds Dec 2028 Term Treasury ETF Holding Summary

As of 2025-06-30, Financial Advisory Corp held 767,440.00 shares of iShares iBonds Dec 2028 Term Treasury ETF(IBTI), totaling $17.16 Mil. This investment constitutes 2.63% of their stock portfolio, and Financial Advisory Corp now holds 1.62% of the outstanding iShares iBonds Dec 2028 Term Treasury ETF(IBTI) stock.

The initial trade took place in 2025Q1. And since then Financial Advisory Corp has made 2 purchases of IBTI, at an average price of $22.02, for a total of 767,440.00 shares. Based on historical transaction data and IBTI's current price of $22.28, Financial Advisory Corp's estimated gain on his IBTI holdings is $201,538.08, reflecting a 1.19% gain to date.

Financial Advisory Corp IBTI ($22.28) Holding Chart

Financial Advisory Corp IBTI ($22.28) 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