Klingman & Associates, LLC IBDV Holdings History
Klingman & Associates, LLC's iShares iBonds Dec 2030 Term Corporate ETF Holding Summary
As of 2025-03-31, Klingman & Associates, LLC held 1.31 Mil shares of iShares iBonds Dec 2030 Term Corporate ETF(IBDV), totaling $28.51 Mil. This investment constitutes 1.75% of their stock portfolio, and Klingman & Associates, LLC now holds 1.58% of the outstanding iShares iBonds Dec 2030 Term Corporate ETF(IBDV) stock.
The initial trade took place in 2023Q2. And since then Klingman & Associates, LLC has made 8 purchases of IBDV, at an average price of $21.16, for a total of 1.31 Mil shares. Based on historical transaction data and IBDV's current price of $21.86, Klingman & Associates, LLC's estimated gain on his IBDV holdings is $917,236.50, reflecting a 3.30% gain to date.
Klingman & Associates, LLC IBDV ($21.86) Holding Chart
Klingman & Associates, LLC IBDV ($21.86) 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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