Number of Shares
1.68 Mil
Current Holdings Value*
$38.82 Mil
% of Portfolio
2.8%
Total Estimate Gain
$-3,280.66
% of Total Estimate Gain
-0.01%

WOODMONT INVESTMENT COUNSEL LLC's iShares iBonds Dec 2029 Term Corporate ETF Holding Summary

As of 2025-03-31, WOODMONT INVESTMENT COUNSEL LLC held 1.68 Mil shares of iShares iBonds Dec 2029 Term Corporate ETF(IBDU), totaling $38.82 Mil. This investment constitutes 2.8% of their stock portfolio, and WOODMONT INVESTMENT COUNSEL LLC now holds 1.53% of the outstanding iShares iBonds Dec 2029 Term Corporate ETF(IBDU) stock.

The initial trade took place in 2024Q1. And since then WOODMONT INVESTMENT COUNSEL LLC has made 4 purchases of IBDU, at an average price of $23.03, for a total of 2.63 Mil shares. In addition, there have been 1 sales at an average price of $22.56 for 947,900.00 shares. Based on historical transaction data and IBDU's current price of $23.29, WOODMONT INVESTMENT COUNSEL LLC's estimated gain on his IBDU holdings is $-3,280.66, reflecting a -0.01% gain to date.

WOODMONT INVESTMENT COUNSEL LLC IBDU ($23.29) Holding Chart

WOODMONT INVESTMENT COUNSEL LLC IBDU ($23.29) 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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