Ironwood Financial, Llc IBDT Holdings History
Number of Shares
106,579.00
Current Holdings Value*
$2.69 Mil
% of Portfolio
0.58%
Total Estimate Gain
$56,314.59
% of Total Estimate Gain
2.13%
Ironwood Financial, llc's iShares iBonds Dec 2028 Term Corporate ETF Holding Summary
As of 2025-06-30, Ironwood Financial, llc held 106,579.00 shares of iShares iBonds Dec 2028 Term Corporate ETF(IBDT), totaling $2.69 Mil. This investment constitutes 0.58% of their stock portfolio, and Ironwood Financial, llc now holds 0.09% of the outstanding iShares iBonds Dec 2028 Term Corporate ETF(IBDT) stock.
The initial trade took place in 2023Q3. And since then Ironwood Financial, llc has made 7 purchases of IBDT, at an average price of $24.80, for a total of 106,579.00 shares. Based on historical transaction data and IBDT's current price of $25.33, Ironwood Financial, llc's estimated gain on his IBDT holdings is $56,314.59, reflecting a 2.13% gain to date.
Ironwood Financial, llc IBDT ($25.33) Holding Chart
Ironwood Financial, llc IBDT ($25.33) 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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