Number of Shares
237,854.00
Current Holdings Value*
$6.01 Mil
% of Portfolio
3.85%
Total Estimate Gain
$61,057.12
% of Total Estimate Gain
1.02%

EIGHT 31 FINANCIAL, LLC's iShares iBonds Dec 2028 Term Corporate ETF Holding Summary

As of 2025-03-31, EIGHT 31 FINANCIAL, LLC held 237,854.00 shares of iShares iBonds Dec 2028 Term Corporate ETF(IBDT), totaling $6.01 Mil. This investment constitutes 3.85% of their stock portfolio, and EIGHT 31 FINANCIAL, LLC now holds 0.21% of the outstanding iShares iBonds Dec 2028 Term Corporate ETF(IBDT) stock.

The initial trade took place in 2025Q1. And since then EIGHT 31 FINANCIAL, LLC has made 1 purchases of IBDT, at an average price of $25.06, for a total of 237,854.00 shares. Based on historical transaction data and IBDT's current price of $25.32, EIGHT 31 FINANCIAL, LLC's estimated gain on his IBDT holdings is $61,057.12, reflecting a 1.02% gain to date.

EIGHT 31 FINANCIAL, LLC IBDT ($25.32) Holding Chart

EIGHT 31 FINANCIAL, LLC IBDT ($25.32) 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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