SHUFRO ROSE & CO LLC IBDU Holdings History
Number of Shares
3.59 Mil
Current Holdings Value*
$83.04 Mil
% of Portfolio
6.56%
Total Estimate Gain
$1.08 Mil
% of Total Estimate Gain
1.31%
SHUFRO ROSE & CO LLC's iShares iBonds Dec 2029 Term Corporate ETF Holding Summary
As of 2025-03-31, SHUFRO ROSE & CO LLC held 3.59 Mil shares of iShares iBonds Dec 2029 Term Corporate ETF(IBDU), totaling $83.04 Mil. This investment constitutes 6.56% of their stock portfolio, and SHUFRO ROSE & CO LLC now holds 3.26% of the outstanding iShares iBonds Dec 2029 Term Corporate ETF(IBDU) stock.
The initial trade took place in 2025Q1. And since then SHUFRO ROSE & CO LLC has made 1 purchases of IBDU, at an average price of $22.93, for a total of 3.59 Mil shares. Based on historical transaction data and IBDU's current price of $23.23, SHUFRO ROSE & CO LLC's estimated gain on his IBDU holdings is $1.08 Mil, reflecting a 1.31% gain to date.
SHUFRO ROSE & CO LLC IBDU ($23.23) Holding Chart
SHUFRO ROSE & CO LLC IBDU ($23.23) 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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