Number of Shares
377,436.00
Current Holdings Value*
$8.73 Mil
% of Portfolio
1.87%
Total Estimate Gain
$219,104.11
% of Total Estimate Gain
2.56%

Ironwood Financial, llc's iShares iBonds Dec 2029 Term Corporate ETF Holding Summary

As of 2025-03-31, Ironwood Financial, llc held 377,436.00 shares of iShares iBonds Dec 2029 Term Corporate ETF(IBDU), totaling $8.73 Mil. This investment constitutes 1.87% of their stock portfolio, and Ironwood Financial, llc now holds 0.35% of the outstanding iShares iBonds Dec 2029 Term Corporate ETF(IBDU) stock.

The initial trade took place in 2023Q4. And since then Ironwood Financial, llc has made 6 purchases of IBDU, at an average price of $22.71, for a total of 377,436.00 shares. Based on historical transaction data and IBDU's current price of $23.29, Ironwood Financial, llc's estimated gain on his IBDU holdings is $219,104.11, reflecting a 2.56% gain to date.

Ironwood Financial, llc IBDU ($23.29) Holding Chart

Ironwood Financial, llc IBDU ($23.29) 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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