Number of Shares
57,750.00
Current Holdings Value*
$1.46 Mil
% of Portfolio
0.95%
Total Estimate Gain
$14,288.00
% of Total Estimate Gain
0.99%

Godshalk Welsh Capital Management, Inc.'s iShares iBonds Dec 2028 Term Corporate ETF Holding Summary

As of 2025-03-31, Godshalk Welsh Capital Management, Inc. held 57,750.00 shares of iShares iBonds Dec 2028 Term Corporate ETF(IBDT), totaling $1.46 Mil. This investment constitutes 0.95% of their stock portfolio, and Godshalk Welsh Capital Management, Inc. now holds 0.05% of the outstanding iShares iBonds Dec 2028 Term Corporate ETF(IBDT) stock.

The initial trade took place in 2024Q3. And since then Godshalk Welsh Capital Management, Inc. has made 3 purchases of IBDT, at an average price of $25.11, for a total of 57,750.00 shares. Based on historical transaction data and IBDT's current price of $25.36, Godshalk Welsh Capital Management, Inc.'s estimated gain on his IBDT holdings is $14,288.00, reflecting a 0.99% gain to date.

Godshalk Welsh Capital Management, Inc. IBDT ($25.36) Holding Chart

Godshalk Welsh Capital Management, Inc. IBDT ($25.36) 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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