Number of Shares
318,926.00
Current Holdings Value*
$7.45 Mil
% of Portfolio
1.53%
Total Estimate Gain
$69,739.61
% of Total Estimate Gain
0.93%

Commonwealth Financial Services, LLC's iShares iBonds 2028 Term High Yield and Income ETF Holding Summary

As of 2025-03-31, Commonwealth Financial Services, LLC held 318,926.00 shares of iShares iBonds 2028 Term High Yield and Income ETF(IBHH), totaling $7.45 Mil. This investment constitutes 1.53% of their stock portfolio, and Commonwealth Financial Services, LLC now holds 3.36% of the outstanding iShares iBonds 2028 Term High Yield and Income ETF(IBHH) stock.

The initial trade took place in 2023Q4. And since then Commonwealth Financial Services, LLC has made 5 purchases of IBHH, at an average price of $23.48, for a total of 318,926.00 shares. Based on historical transaction data and IBHH's current price of $23.70, Commonwealth Financial Services, LLC's estimated gain on his IBHH holdings is $69,739.61, reflecting a 0.93% gain to date.

Commonwealth Financial Services, LLC IBHH ($23.70) Holding Chart

Commonwealth Financial Services, LLC IBHH ($23.70) 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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