Number of Shares
305,633.00
Current Holdings Value*
$7.10 Mil
% of Portfolio
1.45%
Total Estimate Gain
$1,972.94
% of Total Estimate Gain
0.03%

Commonwealth Financial Services, LLC's iShares iBonds 2029 Term High Yield and Income ETF Holding Summary

As of 2025-03-31, Commonwealth Financial Services, LLC held 305,633.00 shares of iShares iBonds 2029 Term High Yield and Income ETF(IBHI), totaling $7.10 Mil. This investment constitutes 1.45% of their stock portfolio, and Commonwealth Financial Services, LLC now holds 4.49% of the outstanding iShares iBonds 2029 Term High Yield and Income ETF(IBHI) stock.

The initial trade took place in 2024Q4. And since then Commonwealth Financial Services, LLC has made 2 purchases of IBHI, at an average price of $23.55, for a total of 305,633.00 shares. Based on historical transaction data and IBHI's current price of $23.56, Commonwealth Financial Services, LLC's estimated gain on his IBHI holdings is $1,972.94, reflecting a 0.03% gain to date.

Commonwealth Financial Services, LLC IBHI ($23.56) Holding Chart

Commonwealth Financial Services, LLC IBHI ($23.56) 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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