Commonwealth Financial Services, LLC IBDT Holdings History
Commonwealth Financial Services, LLC's iShares iBonds Dec 2028 Term Corporate ETF Holding Summary
As of 2025-03-31, Commonwealth Financial Services, LLC held 368,813.00 shares of iShares iBonds Dec 2028 Term Corporate ETF(IBDT), totaling $9.32 Mil. This investment constitutes 1.91% of their stock portfolio, and Commonwealth Financial Services, LLC now holds 0.33% of the outstanding iShares iBonds Dec 2028 Term Corporate ETF(IBDT) stock.
The initial trade took place in 2023Q3. And since then Commonwealth Financial Services, LLC has made 5 purchases of IBDT, at an average price of $24.40, for a total of 370,715.00 shares. In addition, there have been 2 sales at an average price of $24.99 for 1,902.00 shares. Based on historical transaction data and IBDT's current price of $25.39, Commonwealth Financial Services, LLC's estimated gain on his IBDT holdings is $363,293.68, reflecting a 4.02% gain to date.
Commonwealth Financial Services, LLC IBDT ($25.39) Holding Chart
Commonwealth Financial Services, LLC IBDT ($25.39) 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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