PFG Private Wealth Management, LLC IBHF Holdings History
PFG Private Wealth Management, LLC's iShares iBonds 2026 Term High Yield and Income ETF Holding Summary
As of 2025-03-31, PFG Private Wealth Management, LLC held 7,146.00 shares of iShares iBonds 2026 Term High Yield and Income ETF(IBHF), totaling $165,930.00. This investment constitutes 0.09% of their stock portfolio, and PFG Private Wealth Management, LLC now holds 0.02% of the outstanding iShares iBonds 2026 Term High Yield and Income ETF(IBHF) stock.
The initial trade took place in 2021Q4. And since then PFG Private Wealth Management, LLC has made 5 purchases of IBHF, at an average price of $22.95, for a total of 288,633.00 shares. In addition, there have been 1 sales at an average price of $23.28 for 281,487.00 shares. Based on historical transaction data and IBHF's current price of $23.20, PFG Private Wealth Management, LLC's estimated gain on his IBHF holdings is $93,980.63, reflecting a 1.42% gain to date.
PFG Private Wealth Management, LLC IBHF ($23.20) Holding Chart
PFG Private Wealth Management, LLC IBHF ($23.20) 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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