Number of Shares
236,985.00
Current Holdings Value*
$5.99 Mil
% of Portfolio
2.03%
Total Estimate Gain
$217,594.28
% of Total Estimate Gain
2.89%

HAMEL ASSOCIATES, INC.'s iShares iBonds Dec 2028 Term Corporate ETF Holding Summary

As of 2025-03-31, HAMEL ASSOCIATES, INC. held 236,985.00 shares of iShares iBonds Dec 2028 Term Corporate ETF(IBDT), totaling $5.99 Mil. This investment constitutes 2.03% of their stock portfolio, and HAMEL ASSOCIATES, INC. now holds 0.21% of the outstanding iShares iBonds Dec 2028 Term Corporate ETF(IBDT) stock.

The initial trade took place in 2023Q1. And since then HAMEL ASSOCIATES, INC. has made 8 purchases of IBDT, at an average price of $24.57, for a total of 306,735.00 shares. In addition, there have been 1 sales at an average price of $25.06 for 69,750.00 shares. Based on historical transaction data and IBDT's current price of $25.34, HAMEL ASSOCIATES, INC.'s estimated gain on his IBDT holdings is $217,594.28, reflecting a 2.89% gain to date.

HAMEL ASSOCIATES, INC. IBDT ($25.34) Holding Chart

HAMEL ASSOCIATES, INC. IBDT ($25.34) 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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