Klingman & Associates, LLC IBDW Holdings History
Klingman & Associates, LLC's iShares iBonds Dec 2031 Term Corporate ETF Holding Summary
As of 2025-03-31, Klingman & Associates, LLC held 1.28 Mil shares of iShares iBonds Dec 2031 Term Corporate ETF(IBDW), totaling $26.61 Mil. This investment constitutes 1.63% of their stock portfolio, and Klingman & Associates, LLC now holds 1.79% of the outstanding iShares iBonds Dec 2031 Term Corporate ETF(IBDW) stock.
The initial trade took place in 2023Q2. And since then Klingman & Associates, LLC has made 8 purchases of IBDW, at an average price of $20.32, for a total of 1.28 Mil shares. Based on historical transaction data and IBDW's current price of $20.89, Klingman & Associates, LLC's estimated gain on his IBDW holdings is $725,004.06, reflecting a 2.78% gain to date.
Klingman & Associates, LLC IBDW ($20.89) Holding Chart
Klingman & Associates, 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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