PFG Private Wealth Management, LLC IBHE Holdings History
PFG Private Wealth Management, LLC's iShares iBonds 2025 Term High Yield and Income ETF Holding Summary
As of 2025-03-31, PFG Private Wealth Management, LLC held 3,109.00 shares of iShares iBonds 2025 Term High Yield and Income ETF(IBHE), totaling $72,250.00. This investment constitutes 0.04% of their stock portfolio, and PFG Private Wealth Management, LLC now holds 0.01% of the outstanding iShares iBonds 2025 Term High Yield and Income ETF(IBHE) stock.
The initial trade took place in 2021Q3. And since then PFG Private Wealth Management, LLC has made 5 purchases of IBHE, at an average price of $23.25, for a total of 287,479.00 shares. In addition, there have been 2 sales at an average price of $23.23 for 284,370.00 shares. Based on historical transaction data and IBHE's current price of $23.21, PFG Private Wealth Management, LLC's estimated gain on his IBHE holdings is $-6,721.97, reflecting a -0.10% gain to date.
PFG Private Wealth Management, LLC IBHE ($23.21) Holding Chart
PFG Private Wealth Management, LLC IBHE ($23.21) 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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