Number of Shares
131,205.00
Current Holdings Value*
$3.03 Mil
% of Portfolio
2.4%
Total Estimate Gain
$32,801.25
% of Total Estimate Gain
1.09%

LITTLEJOHN FINANCIAL SERVICES, INC.'s iShares iBonds Dec 2029 Term Corporate ETF Holding Summary

As of 2025-03-31, LITTLEJOHN FINANCIAL SERVICES, INC. held 131,205.00 shares of iShares iBonds Dec 2029 Term Corporate ETF(IBDU), totaling $3.03 Mil. This investment constitutes 2.4% of their stock portfolio, and LITTLEJOHN FINANCIAL SERVICES, INC. now holds 0.12% of the outstanding iShares iBonds Dec 2029 Term Corporate ETF(IBDU) stock.

The initial trade took place in 2025Q1. And since then LITTLEJOHN FINANCIAL SERVICES, INC. has made 1 purchases of IBDU, at an average price of $22.93, for a total of 131,205.00 shares. Based on historical transaction data and IBDU's current price of $23.18, LITTLEJOHN FINANCIAL SERVICES, INC.'s estimated gain on his IBDU holdings is $32,801.25, reflecting a 1.09% gain to date.

LITTLEJOHN FINANCIAL SERVICES, INC. IBDU ($23.18) Holding Chart

LITTLEJOHN FINANCIAL SERVICES, INC. IBDU ($23.18) 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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