Number of Shares
211,535.00
Current Holdings Value*
$4.89 Mil
% of Portfolio
1.66%
Total Estimate Gain
$102,549.96
% of Total Estimate Gain
1.49%

HAMEL ASSOCIATES, INC.'s iShares iBonds Dec 2029 Term Corporate ETF Holding Summary

As of 2025-03-31, HAMEL ASSOCIATES, INC. held 211,535.00 shares of iShares iBonds Dec 2029 Term Corporate ETF(IBDU), totaling $4.89 Mil. This investment constitutes 1.66% of their stock portfolio, and HAMEL ASSOCIATES, INC. now holds 0.19% of the outstanding iShares iBonds Dec 2029 Term Corporate ETF(IBDU) stock.

The initial trade took place in 2024Q1. And since then HAMEL ASSOCIATES, INC. has made 4 purchases of IBDU, at an average price of $22.80, for a total of 302,422.00 shares. In addition, there have been 1 sales at an average price of $22.93 for 90,887.00 shares. Based on historical transaction data and IBDU's current price of $23.23, HAMEL ASSOCIATES, INC.'s estimated gain on his IBDU holdings is $102,549.96, reflecting a 1.49% gain to date.

HAMEL ASSOCIATES, INC. IBDU ($23.23) Holding Chart

HAMEL ASSOCIATES, INC. IBDU ($23.23) 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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