PFG Private Wealth Management, LLC
Position in IBDW — iShares iBonds Dec 2031 Term Corporate ETF
CIK 1799957
LUTZ, FL
All Filings in IBDW
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 IBDW | $13,175,581 | 629,507 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 IBDW | $12,685,177 | 599,772 | Shares | Sole | 2026-01-15 | |
| 2025-06-30 IBDW | $10,836,988 | 515,066 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 IBDW | $10,433,349 | 502,812 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 IBDW | $169,250 | 8,317 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 IBDW | $176,486 | 8,317 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 IBDW | $225,604 | 11,119 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 IBDW | $228,012 | 11,128 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 IBDW | $5,667,052 | 272,848 | Shares | Sole | 2024-01-22 | |
| No filing history on record for this holder in this stock. | ||||||