Commonwealth Financial Services, LLC IBDW Holdings History
Commonwealth Financial Services, LLC's iShares iBonds Dec 2031 Term Corporate ETF Holding Summary
As of 2025-03-31, Commonwealth Financial Services, LLC held 414,122.00 shares of iShares iBonds Dec 2031 Term Corporate ETF(IBDW), totaling $8.59 Mil. This investment constitutes 1.76% of their stock portfolio, and Commonwealth Financial Services, LLC now holds 0.58% of the outstanding iShares iBonds Dec 2031 Term Corporate ETF(IBDW) stock.
The initial trade took place in 2025Q1. And since then Commonwealth Financial Services, LLC has made 1 purchases of IBDW, at an average price of $20.52, for a total of 414,122.00 shares. Based on historical transaction data and IBDW's current price of $20.90, Commonwealth Financial Services, LLC's estimated gain on his IBDW holdings is $156,993.65, reflecting a 1.85% gain to date.
Commonwealth Financial Services, LLC IBDW ($20.90) Holding Chart
Commonwealth Financial Services, LLC IBDW ($20.90) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
