Number of Shares
377,965.00
Current Holdings Value*
$8.21 Mil
% of Portfolio
1.76%
Total Estimate Gain
$205,828.51
% of Total Estimate Gain
2.56%

Ironwood Financial, llc's iShares iBonds Dec 2030 Term Corporate ETF Holding Summary

As of 2025-03-31, Ironwood Financial, llc held 377,965.00 shares of iShares iBonds Dec 2030 Term Corporate ETF(IBDV), totaling $8.21 Mil. This investment constitutes 1.76% of their stock portfolio, and Ironwood Financial, llc now holds 0.46% of the outstanding iShares iBonds Dec 2030 Term Corporate ETF(IBDV) stock.

The initial trade took place in 2023Q4. And since then Ironwood Financial, llc has made 6 purchases of IBDV, at an average price of $21.25, for a total of 377,965.00 shares. Based on historical transaction data and IBDV's current price of $21.79, Ironwood Financial, llc's estimated gain on his IBDV holdings is $205,828.51, reflecting a 2.56% gain to date.

Ironwood Financial, llc IBDV ($21.79) Holding Chart

Ironwood Financial, llc IBDV ($21.79) 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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