PFG Private Wealth Management, LLC IBDS Holdings History
PFG Private Wealth Management, LLC's iShares iBonds Dec 2027 Term Corporate ETF Holding Summary
As of 2025-03-31, PFG Private Wealth Management, LLC held 306,953.00 shares of iShares iBonds Dec 2027 Term Corporate ETF(IBDS), totaling $7.42 Mil. This investment constitutes 4.01% of their stock portfolio, and PFG Private Wealth Management, LLC now holds 0.25% of the outstanding iShares iBonds Dec 2027 Term Corporate ETF(IBDS) stock.
The initial trade took place in 2021Q2. And since then PFG Private Wealth Management, LLC has made 12 purchases of IBDS, at an average price of $24.81, for a total of 806,564.00 shares. In addition, there have been 4 sales at an average price of $24.25 for 499,611.00 shares. Based on historical transaction data and IBDS's current price of $24.20, PFG Private Wealth Management, LLC's estimated gain on his IBDS holdings is $-465,933.38, reflecting a -2.33% gain to date.
PFG Private Wealth Management, LLC IBDS ($24.20) Holding Chart
PFG Private Wealth Management, LLC IBDS ($24.20) 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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