SHUFRO ROSE & CO LLC IBDR Holdings History
SHUFRO ROSE & CO LLC's iShares iBonds Dec 2026 Term Corporate ETF Holding Summary
As of 2025-03-31, SHUFRO ROSE & CO LLC held 1.11 Mil shares of iShares iBonds Dec 2026 Term Corporate ETF(IBDR), totaling $26.84 Mil. This investment constitutes 2.12% of their stock portfolio, and SHUFRO ROSE & CO LLC now holds 0.83% of the outstanding iShares iBonds Dec 2026 Term Corporate ETF(IBDR) stock.
The initial trade took place in 2022Q2. And since then SHUFRO ROSE & CO LLC has made 7 purchases of IBDR, at an average price of $23.87, for a total of 5.94 Mil shares. In addition, there have been 4 sales at an average price of $23.45 for 4.83 Mil shares. Based on historical transaction data and IBDR's current price of $24.19, SHUFRO ROSE & CO LLC's estimated gain on his IBDR holdings is $-1.70 Mil, reflecting a -1.20% gain to date.
SHUFRO ROSE & CO LLC IBDR ($24.19) Holding Chart
SHUFRO ROSE & CO LLC IBDR ($24.19) 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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