Number of Shares
91,410.00
Current Holdings Value*
$2.03 Mil
% of Portfolio
0.4%
Total Estimate Gain
$18,739.05
% of Total Estimate Gain
0.93%

Hughes Financial Services, LLC's iShares iBonds Dec 2028 Term Treasury ETF Holding Summary

As of 2025-03-31, Hughes Financial Services, LLC held 91,410.00 shares of iShares iBonds Dec 2028 Term Treasury ETF(IBTI), totaling $2.03 Mil. This investment constitutes 0.4% of their stock portfolio, and Hughes Financial Services, LLC now holds 0.2% of the outstanding iShares iBonds Dec 2028 Term Treasury ETF(IBTI) stock.

The initial trade took place in 2025Q1. And since then Hughes Financial Services, LLC has made 1 purchases of IBTI, at an average price of $22.01, for a total of 91,410.00 shares. Based on historical transaction data and IBTI's current price of $22.22, Hughes Financial Services, LLC's estimated gain on his IBTI holdings is $18,739.05, reflecting a 0.93% gain to date.

Hughes Financial Services, LLC IBTI ($22.22) Holding Chart

Hughes Financial Services, LLC IBTI ($22.22) 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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