PFG Private Wealth Management, LLC IBDT Holdings History
PFG Private Wealth Management, LLC's iShares iBonds Dec 2028 Term Corporate ETF Holding Summary
As of 2025-03-31, PFG Private Wealth Management, LLC held 295,047.00 shares of iShares iBonds Dec 2028 Term Corporate ETF(IBDT), totaling $7.45 Mil. This investment constitutes 4.03% of their stock portfolio, and PFG Private Wealth Management, LLC now holds 0.27% of the outstanding iShares iBonds Dec 2028 Term Corporate ETF(IBDT) stock.
The initial trade took place in 2021Q2. And since then PFG Private Wealth Management, LLC has made 13 purchases of IBDT, at an average price of $26.94, for a total of 415,184.00 shares. In addition, there have been 3 sales at an average price of $26.37 for 120,137.00 shares. Based on historical transaction data and IBDT's current price of $25.34, PFG Private Wealth Management, LLC's estimated gain on his IBDT holdings is $-541,410.87, reflecting a -4.84% gain to date.
PFG Private Wealth Management, LLC IBDT ($25.34) Holding Chart
PFG Private Wealth Management, LLC IBDT ($25.34) 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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