Financial Advisory Corp IBTG Holdings History
Number of Shares
1.42 Mil
Current Holdings Value*
$32.57 Mil
% of Portfolio
5%
Total Estimate Gain
$63,098.34
% of Total Estimate Gain
0.19%
Financial Advisory Corp's iShares iBonds Dec 2026 Term Treasury ETF Holding Summary
As of 2025-06-30, Financial Advisory Corp held 1.42 Mil shares of iShares iBonds Dec 2026 Term Treasury ETF(IBTG), totaling $32.57 Mil. This investment constitutes 5% of their stock portfolio, and Financial Advisory Corp now holds 1.69% of the outstanding iShares iBonds Dec 2026 Term Treasury ETF(IBTG) stock.
The initial trade took place in 2024Q4. And since then Financial Advisory Corp has made 2 purchases of IBTG, at an average price of $22.83, for a total of 1.42 Mil shares. Based on historical transaction data and IBTG's current price of $22.88, Financial Advisory Corp's estimated gain on his IBTG holdings is $63,098.34, reflecting a 0.19% gain to date.
Financial Advisory Corp IBTG ($22.88) Holding Chart
Financial Advisory Corp IBTG ($22.88) 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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