Klingman & Associates, LLC IBDX Holdings History
Klingman & Associates, LLC's iShares iBonds Dec 2032 Term Corporate ETF Holding Summary
As of 2025-03-31, Klingman & Associates, LLC held 393,449.00 shares of iShares iBonds Dec 2032 Term Corporate ETF(IBDX), totaling $9.83 Mil. This investment constitutes 0.6% of their stock portfolio, and Klingman & Associates, LLC now holds 0.93% of the outstanding iShares iBonds Dec 2032 Term Corporate ETF(IBDX) stock.
The initial trade took place in 2025Q1. And since then Klingman & Associates, LLC has made 1 purchases of IBDX, at an average price of $24.74, for a total of 393,449.00 shares. Based on historical transaction data and IBDX's current price of $25.20, Klingman & Associates, LLC's estimated gain on his IBDX holdings is $180,986.54, reflecting a 1.86% gain to date.
Klingman & Associates, LLC IBDX ($25.20) Holding Chart
Klingman & Associates, LLC IBDX ($25.20) 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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