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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