Financial Advisory Corp IBTI Holdings History
Number of Shares
767,440.00
Current Holdings Value*
$17.16 Mil
% of Portfolio
2.63%
Total Estimate Gain
$205,375.28
% of Total Estimate Gain
1.22%
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 $22.29, Financial Advisory Corp's estimated gain on his IBTI holdings is $205,375.28, reflecting a 1.22% gain to date.
Financial Advisory Corp IBTI ($22.29) Holding Chart
Financial Advisory Corp IBTI ($22.29) 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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