PFG Private Wealth Management, LLC IBDY Holdings History
PFG Private Wealth Management, LLC's iShares iBonds Dec 2033 Term Corporate ETF Holding Summary
As of 2025-03-31, PFG Private Wealth Management, LLC held 400,847.00 shares of iShares iBonds Dec 2033 Term Corporate ETF(IBDY), totaling $10.25 Mil. This investment constitutes 5.54% of their stock portfolio, and PFG Private Wealth Management, LLC now holds 1.41% of the outstanding iShares iBonds Dec 2033 Term Corporate ETF(IBDY) stock.
The initial trade took place in 2025Q1. And since then PFG Private Wealth Management, LLC has made 1 purchases of IBDY, at an average price of $25.29, for a total of 400,847.00 shares. Based on historical transaction data and IBDY's current price of $25.65, PFG Private Wealth Management, LLC's estimated gain on his IBDY holdings is $144,304.92, reflecting a 1.42% gain to date.
PFG Private Wealth Management, LLC IBDY ($25.65) Holding Chart
PFG Private Wealth Management, LLC IBDY ($25.65) 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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