Number of Shares
121,652.00
Current Holdings Value*
$2.82 Mil
% of Portfolio
0.58%
Total Estimate Gain
$265,621.80
% of Total Estimate Gain
2.66%

Commonwealth Financial Services, LLC's iShares iBonds 2026 Term High Yield and Income ETF Holding Summary

As of 2025-03-31, Commonwealth Financial Services, LLC held 121,652.00 shares of iShares iBonds 2026 Term High Yield and Income ETF(IBHF), totaling $2.82 Mil. This investment constitutes 0.58% of their stock portfolio, and Commonwealth Financial Services, LLC now holds 0.35% of the outstanding iShares iBonds 2026 Term High Yield and Income ETF(IBHF) stock.

The initial trade took place in 2023Q3. And since then Commonwealth Financial Services, LLC has made 3 purchases of IBHF, at an average price of $22.64, for a total of 440,705.00 shares. In addition, there have been 4 sales at an average price of $23.26 for 319,053.00 shares. Based on historical transaction data and IBHF's current price of $23.19, Commonwealth Financial Services, LLC's estimated gain on his IBHF holdings is $265,621.80, reflecting a 2.66% gain to date.

Commonwealth Financial Services, LLC IBHF ($23.19) Holding Chart

Commonwealth Financial Services, LLC IBHF ($23.19) 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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