Number of Shares
134,675.00
Current Holdings Value*
$3.14 Mil
% of Portfolio
2.43%
Total Estimate Gain
$35,876.45
% of Total Estimate Gain
1.16%

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

As of 2025-06-30, LITTLEJOHN FINANCIAL SERVICES, INC. held 134,675.00 shares of iShares iBonds Dec 2029 Term Corporate ETF(IBDU), totaling $3.14 Mil. This investment constitutes 2.43% 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 2 purchases of IBDU, at an average price of $22.93, for a total of 134,675.00 shares. Based on historical transaction data and IBDU's current price of $23.20, LITTLEJOHN FINANCIAL SERVICES, INC.'s estimated gain on his IBDU holdings is $35,876.45, reflecting a 1.16% gain to date.

LITTLEJOHN FINANCIAL SERVICES, INC. IBDU ($23.20) Holding Chart

LITTLEJOHN FINANCIAL SERVICES, INC. IBDU ($23.20) 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 %

Top Ranked Articles

  • 1