Number of Shares
826,003.00
Current Holdings Value*
$18.38 Mil
% of Portfolio
10.4%
Total Estimate Gain
$202,263.97
% of Total Estimate Gain
1.11%

Horizon Advisory Services, Inc.'s iShares iBonds Dec 2028 Term Treasury ETF Holding Summary

As of 2025-03-31, Horizon Advisory Services, Inc. held 826,003.00 shares of iShares iBonds Dec 2028 Term Treasury ETF(IBTI), totaling $18.38 Mil. This investment constitutes 10.4% of their stock portfolio, and Horizon Advisory Services, Inc. now holds 1.84% of the outstanding iShares iBonds Dec 2028 Term Treasury ETF(IBTI) stock.

The initial trade took place in 2024Q1. And since then Horizon Advisory Services, Inc. has made 4 purchases of IBTI, at an average price of $22.01, for a total of 826,003.00 shares. Based on historical transaction data and IBTI's current price of $22.25, Horizon Advisory Services, Inc.'s estimated gain on his IBTI holdings is $202,263.97, reflecting a 1.11% gain to date.

Horizon Advisory Services, Inc. IBTI ($22.25) Holding Chart

Horizon Advisory Services, Inc. IBTI ($22.25) 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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