Frisch Financial Group, Inc. IBDW Holdings History
Frisch Financial Group, Inc.'s iShares iBonds Dec 2031 Term Corporate ETF Holding Summary
As of 2025-03-31, Frisch Financial Group, Inc. held 791,867.00 shares of iShares iBonds Dec 2031 Term Corporate ETF(IBDW), totaling $16.43 Mil. This investment constitutes 4.61% of their stock portfolio, and Frisch Financial Group, Inc. now holds 1.11% of the outstanding iShares iBonds Dec 2031 Term Corporate ETF(IBDW) stock.
The initial trade took place in 2025Q1. And since then Frisch Financial Group, Inc. has made 1 purchases of IBDW, at an average price of $20.52, for a total of 791,867.00 shares. Based on historical transaction data and IBDW's current price of $20.83, Frisch Financial Group, Inc.'s estimated gain on his IBDW holdings is $245,478.77, reflecting a 1.51% gain to date.
Frisch Financial Group, Inc. IBDW ($20.83) Holding Chart
Frisch Financial Group, Inc. IBDW ($20.83) 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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