Pfg Private Wealth Management, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Pfg Private Wealth Management, LLC

$199 Million
Q4 2025

A detailed history of Pfg Private Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Pfg Private Wealth Management, LLC holds 599,772 shares of IBDW stock, worth $12.6 Million. This represents 6.35% of its overall portfolio holdings.

Number of Shares

599,772

Holding current value

$12.6 Million

% of portfolio

6.35%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	BUY	$21.09 - $21.35 $12.6 Million - $12.8 Million	599,772 New	599,772 $12.6 Million
Q2 2025 Aug 11, 2025	BUY	$20.23 - $21.04 $247,898 - $257,824	12,254 Added 2.44%	515,066 $10.8 Million
Q1 2025 May 13, 2025	BUY	$20.1 - $20.8 $9.94 Million - $10.3 Million	494,495 Added 5945.59%	502,812 $10.4 Million
Q3 2024 Nov 05, 2024	SELL	$20.12 - $21.28 $56,376 - $59,626	-2,802 Reduced 25.2%	8,317 $176,000
Q2 2024 Jul 15, 2024	SELL	$19.84 - $20.44 $178 - $183	-9 Reduced 0.08%	11,119 $225,000

Q1 2024 Apr 23, 2024	SELL	$20.24 - $20.75 $5.3 Million - $5.43 Million	-261,720 Reduced 95.92%	11,128 $228,000
Q4 2023 Jan 22, 2024	BUY	$18.79 - $20.85 $5.13 Million - $5.69 Million	272,848 New	272,848 $5.67 Million

Others Institutions Holding IBDW

# of Institutions

252

Shares Held

77M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

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Pfg Private Wealth Management, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History