Number of Shares
200,815.00
Current Holdings Value*
$4.66 Mil
% of Portfolio
3.68%
Total Estimate Gain
$-11,422.13
% of Total Estimate Gain
-0.24%

LITTLEJOHN FINANCIAL SERVICES, INC.'s iShares iBonds 2029 Term High Yield and Income ETF Holding Summary

As of 2025-03-31, LITTLEJOHN FINANCIAL SERVICES, INC. held 200,815.00 shares of iShares iBonds 2029 Term High Yield and Income ETF(IBHI), totaling $4.66 Mil. This investment constitutes 3.68% of their stock portfolio, and LITTLEJOHN FINANCIAL SERVICES, INC. now holds 2.91% of the outstanding iShares iBonds 2029 Term High Yield and Income ETF(IBHI) stock.

The initial trade took place in 2024Q4. And since then LITTLEJOHN FINANCIAL SERVICES, INC. has made 1 purchases of IBHI, at an average price of $23.56, for a total of 200,815.00 shares. Based on historical transaction data and IBHI's current price of $23.50, LITTLEJOHN FINANCIAL SERVICES, INC.'s estimated gain on his IBHI holdings is $-11,422.13, reflecting a -0.24% gain to date.

LITTLEJOHN FINANCIAL SERVICES, INC. IBHI ($23.50) Holding Chart

LITTLEJOHN FINANCIAL SERVICES, INC. IBHI ($23.50) 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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