Commonwealth Financial Services, LLC IBDS Holdings History
Commonwealth Financial Services, LLC's iShares iBonds Dec 2027 Term Corporate ETF Holding Summary
As of 2025-03-31, Commonwealth Financial Services, LLC held 386,537.00 shares of iShares iBonds Dec 2027 Term Corporate ETF(IBDS), totaling $9.35 Mil. This investment constitutes 1.91% of their stock portfolio, and Commonwealth Financial Services, LLC now holds 0.31% of the outstanding iShares iBonds Dec 2027 Term Corporate ETF(IBDS) stock.
The initial trade took place in 2023Q3. And since then Commonwealth Financial Services, LLC has made 5 purchases of IBDS, at an average price of $23.42, for a total of 388,143.00 shares. In addition, there have been 2 sales at an average price of $23.92 for 1,606.00 shares. Based on historical transaction data and IBDS's current price of $24.21, Commonwealth Financial Services, LLC's estimated gain on his IBDS holdings is $306,928.03, reflecting a 3.38% gain to date.
Commonwealth Financial Services, LLC IBDS ($24.21) Holding Chart
Commonwealth Financial Services, LLC IBDS ($24.21) 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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