Number of Shares
1.64 Mil
Current Holdings Value*
$41.39 Mil
% of Portfolio
2.99%
Total Estimate Gain
$1.40 Mil
% of Total Estimate Gain
3.47%

WOODMONT INVESTMENT COUNSEL LLC's iShares iBonds Dec 2028 Term Corporate ETF Holding Summary

As of 2025-03-31, WOODMONT INVESTMENT COUNSEL LLC held 1.64 Mil shares of iShares iBonds Dec 2028 Term Corporate ETF(IBDT), totaling $41.39 Mil. This investment constitutes 2.99% of their stock portfolio, and WOODMONT INVESTMENT COUNSEL LLC now holds 1.5% of the outstanding iShares iBonds Dec 2028 Term Corporate ETF(IBDT) stock.

The initial trade took place in 2022Q2. And since then WOODMONT INVESTMENT COUNSEL LLC has made 10 purchases of IBDT, at an average price of $24.55, for a total of 1.64 Mil shares. Based on historical transaction data and IBDT's current price of $25.40, WOODMONT INVESTMENT COUNSEL LLC's estimated gain on his IBDT holdings is $1.40 Mil, reflecting a 3.47% gain to date.

WOODMONT INVESTMENT COUNSEL LLC IBDT ($25.40) Holding Chart

WOODMONT INVESTMENT COUNSEL LLC IBDT ($25.40) 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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