PFG Private Wealth Management, LLC IBDW Holdings History
PFG Private Wealth Management, LLC's iShares iBonds Dec 2031 Term Corporate ETF Holding Summary
As of 2025-03-31, PFG Private Wealth Management, LLC held 502,812.00 shares of iShares iBonds Dec 2031 Term Corporate ETF(IBDW), totaling $10.43 Mil. This investment constitutes 5.64% of their stock portfolio, and PFG Private Wealth Management, LLC now holds 0.7% of the outstanding iShares iBonds Dec 2031 Term Corporate ETF(IBDW) stock.
The initial trade took place in 2023Q4. And since then PFG Private Wealth Management, LLC has made 2 purchases of IBDW, at an average price of $20.22, for a total of 767,343.00 shares. In addition, there have been 3 sales at an average price of $20.44 for 264,531.00 shares. Based on historical transaction data and IBDW's current price of $20.89, PFG Private Wealth Management, LLC's estimated gain on his IBDW holdings is $392,488.28, reflecting a 2.53% gain to date.
PFG Private Wealth Management, LLC IBDW ($20.89) Holding Chart
PFG Private Wealth Management, LLC IBDW ($20.89) 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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