Number of Shares
264,018.00
Current Holdings Value*
$6.38 Mil
% of Portfolio
2.17%
Total Estimate Gain
$255,323.45
% of Total Estimate Gain
3.22%

HAMEL ASSOCIATES, INC.'s iShares iBonds Dec 2027 Term Corporate ETF Holding Summary

As of 2025-03-31, HAMEL ASSOCIATES, INC. held 264,018.00 shares of iShares iBonds Dec 2027 Term Corporate ETF(IBDS), totaling $6.38 Mil. This investment constitutes 2.17% of their stock portfolio, and HAMEL ASSOCIATES, INC. now holds 0.21% of the outstanding iShares iBonds Dec 2027 Term Corporate ETF(IBDS) stock.

The initial trade took place in 2022Q4. And since then HAMEL ASSOCIATES, INC. has made 9 purchases of IBDS, at an average price of $23.41, for a total of 338,955.00 shares. In addition, there have been 1 sales at an average price of $24.05 for 74,937.00 shares. Based on historical transaction data and IBDS's current price of $24.20, HAMEL ASSOCIATES, INC.'s estimated gain on his IBDS holdings is $255,323.45, reflecting a 3.22% gain to date.

HAMEL ASSOCIATES, INC. IBDS ($24.20) Holding Chart

HAMEL ASSOCIATES, INC. IBDS ($24.20) 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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