Ironwood Financial, Llc IBDV Holdings History
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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