LFA - Lugano Financial Advisors SA IBDV Holdings History
LFA - Lugano Financial Advisors SA's iShares iBonds Dec 2030 Term Corporate ETF Holding Summary
As of 2025-03-31, LFA - Lugano Financial Advisors SA held 56,773.00 shares of iShares iBonds Dec 2030 Term Corporate ETF(IBDV), totaling $1.23 Mil. This investment constitutes 0.84% of their stock portfolio, and LFA - Lugano Financial Advisors SA now holds 0.07% of the outstanding iShares iBonds Dec 2030 Term Corporate ETF(IBDV) stock.
The initial trade took place in 2024Q3. And since then LFA - Lugano Financial Advisors SA has made 2 purchases of IBDV, at an average price of $21.64, for a total of 69,740.00 shares. In addition, there have been 1 sales at an average price of $21.62 for 12,967.00 shares. Based on historical transaction data and IBDV's current price of $21.91, LFA - Lugano Financial Advisors SA's estimated gain on his IBDV holdings is $14,810.37, reflecting a 0.98% gain to date.
LFA - Lugano Financial Advisors SA IBDV ($21.91) Holding Chart
LFA - Lugano Financial Advisors SA IBDV ($21.91) 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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