PFG Private Wealth Management, LLC IBDV Holdings History
PFG Private Wealth Management, LLC's iShares iBonds Dec 2030 Term Corporate ETF Holding Summary
As of 2025-03-31, PFG Private Wealth Management, LLC held 479,854.00 shares of iShares iBonds Dec 2030 Term Corporate ETF(IBDV), totaling $10.42 Mil. This investment constitutes 5.64% of their stock portfolio, and PFG Private Wealth Management, LLC now holds 0.58% of the outstanding iShares iBonds Dec 2030 Term Corporate ETF(IBDV) stock.
The initial trade took place in 2022Q4. And since then PFG Private Wealth Management, LLC has made 5 purchases of IBDV, at an average price of $21.26, for a total of 862,082.00 shares. In addition, there have been 4 sales at an average price of $21.30 for 382,228.00 shares. Based on historical transaction data and IBDV's current price of $21.85, PFG Private Wealth Management, LLC's estimated gain on his IBDV holdings is $296,064.90, reflecting a 1.62% gain to date.
PFG Private Wealth Management, LLC IBDV ($21.85) Holding Chart
PFG Private Wealth Management, LLC IBDV ($21.85) 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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