PFG Private Wealth Management, LLC IBDZ Holdings History
PFG Private Wealth Management, LLC's iBonds Dec 2034 Term Corporate ETF Holding Summary
As of 2025-03-31, PFG Private Wealth Management, LLC held 420,165.00 shares of iBonds Dec 2034 Term Corporate ETF(IBDZ), totaling $10.83 Mil. This investment constitutes 5.86% of their stock portfolio, and PFG Private Wealth Management, LLC now holds 3.28% of the outstanding iBonds Dec 2034 Term Corporate ETF(IBDZ) stock.
The initial trade took place in 2025Q1. And since then PFG Private Wealth Management, LLC has made 1 purchases of IBDZ, at an average price of $25.55, for a total of 420,165.00 shares. Based on historical transaction data and IBDZ's current price of $25.86, PFG Private Wealth Management, LLC's estimated gain on his IBDZ holdings is $130,251.15, reflecting a 1.21% gain to date.
PFG Private Wealth Management, LLC IBDZ ($25.86) Holding Chart
PFG Private Wealth Management, LLC IBDZ ($25.86) 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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