H. L. Ormond & Company, LLC IBTK Holdings History
Number of Shares
65,392.00
Current Holdings Value*
$1.28 Mil
% of Portfolio
2.06%
Total Estimate Gain
$-58,493.04
% of Total Estimate Gain
-4.35%
H. L. Ormond & Company, LLC's iShares iBonds Dec 2030 Term Treasury ETF Holding Summary
As of 2022-09-30, H. L. Ormond & Company, LLC held 65,392.00 shares of iShares iBonds Dec 2030 Term Treasury ETF(IBTK), totaling $1.28 Mil. This investment constitutes 2.06% of their stock portfolio, and H. L. Ormond & Company, LLC now holds 1.63% of the outstanding iShares iBonds Dec 2030 Term Treasury ETF(IBTK) stock.
The initial trade took place in 2022Q2. And since then H. L. Ormond & Company, LLC has made 2 purchases of IBTK, at an average price of $20.58, for a total of 65,392.00 shares. Based on historical transaction data and IBTK's current price of $19.69, H. L. Ormond & Company, LLC's estimated gain on his IBTK holdings is $-58,493.04, reflecting a -4.35% gain to date.
H. L. Ormond & Company, LLC IBTK ($19.69) Holding Chart
H. L. Ormond & Company, LLC IBTK ($19.69) 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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