Number of Shares
264,339.00
Current Holdings Value*
$6.65 Mil
% of Portfolio
2.99%
Total Estimate Gain
$384,838.93
% of Total Estimate Gain
0.31%

Houlihan Financial Resource Group, Ltd.'s iShares iBonds Dec 2025 Term Corporate ETF Holding Summary

As of 2025-03-31, Houlihan Financial Resource Group, Ltd. held 264,339.00 shares of iShares iBonds Dec 2025 Term Corporate ETF(IBDQ), totaling $6.65 Mil. This investment constitutes 2.99% of their stock portfolio, and Houlihan Financial Resource Group, Ltd. now holds 0.22% of the outstanding iShares iBonds Dec 2025 Term Corporate ETF(IBDQ) stock.

The initial trade took place in 2022Q3. And since then Houlihan Financial Resource Group, Ltd. has made 8 purchases of IBDQ, at an average price of $24.35, for a total of 5.16 Mil shares. In addition, there have been 3 sales at an average price of $24.39 for 4.90 Mil shares. Based on historical transaction data and IBDQ's current price of $25.13, Houlihan Financial Resource Group, Ltd.'s estimated gain on his IBDQ holdings is $384,838.93, reflecting a 0.31% gain to date.

Houlihan Financial Resource Group, Ltd. IBDQ ($25.13) Holding Chart

Houlihan Financial Resource Group, Ltd. IBDQ ($25.13) 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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