Number of Shares
164,739.00
Current Holdings Value*
$3.42 Mil
% of Portfolio
0.73%
Total Estimate Gain
$92,650.27
% of Total Estimate Gain
2.77%

Ironwood Financial, llc's iShares iBonds Dec 2031 Term Corporate ETF Holding Summary

As of 2025-03-31, Ironwood Financial, llc held 164,739.00 shares of iShares iBonds Dec 2031 Term Corporate ETF(IBDW), totaling $3.42 Mil. This investment constitutes 0.73% of their stock portfolio, and Ironwood Financial, llc now holds 0.24% of the outstanding iShares iBonds Dec 2031 Term Corporate ETF(IBDW) stock.

The initial trade took place in 2023Q4. And since then Ironwood Financial, llc has made 6 purchases of IBDW, at an average price of $20.33, for a total of 164,739.00 shares. Based on historical transaction data and IBDW's current price of $20.89, Ironwood Financial, llc's estimated gain on his IBDW holdings is $92,650.27, reflecting a 2.77% gain to date.

Ironwood Financial, llc IBDW ($20.89) Holding Chart

Ironwood Financial, llc IBDW ($20.89) 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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