SHUFRO ROSE & CO LLC IBDS Holdings History

Number of Shares
36,950.00
Current Holdings Value*
$893,460.00
% of Portfolio
0.07%
Total Estimate Gain
$1.42 Mil
% of Total Estimate Gain
1.09%

SHUFRO ROSE & CO LLC's iShares iBonds Dec 2027 Term Corporate ETF Holding Summary

As of 2025-03-31, SHUFRO ROSE & CO LLC held 36,950.00 shares of iShares iBonds Dec 2027 Term Corporate ETF(IBDS), totaling $893,460.00. This investment constitutes 0.07% of their stock portfolio, and SHUFRO ROSE & CO LLC now holds 0.03% of the outstanding iShares iBonds Dec 2027 Term Corporate ETF(IBDS) stock.

The initial trade took place in 2023Q2. And since then SHUFRO ROSE & CO LLC has made 4 purchases of IBDS, at an average price of $23.80, for a total of 5.45 Mil shares. In addition, there have been 2 sales at an average price of $24.06 for 5.42 Mil shares. Based on historical transaction data and IBDS's current price of $24.21, SHUFRO ROSE & CO LLC's estimated gain on his IBDS holdings is $1.42 Mil, reflecting a 1.09% gain to date.

SHUFRO ROSE & CO LLC IBDS ($24.21) Holding Chart

SHUFRO ROSE & CO LLC IBDS ($24.21) 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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