Number of Shares
367,283.00
Current Holdings Value*
$8.17 Mil
% of Portfolio
5.23%
Total Estimate Gain
$128,549.05
% of Total Estimate Gain
1.59%

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

As of 2025-03-31, EIGHT 31 FINANCIAL, LLC held 367,283.00 shares of iShares iBonds Dec 2028 Term Treasury ETF(IBTI), totaling $8.17 Mil. This investment constitutes 5.23% of their stock portfolio, and EIGHT 31 FINANCIAL, LLC now holds 0.82% of the outstanding iShares iBonds Dec 2028 Term Treasury ETF(IBTI) stock.

The initial trade took place in 2025Q1. And since then EIGHT 31 FINANCIAL, LLC has made 1 purchases of IBTI, at an average price of $22.01, for a total of 367,283.00 shares. Based on historical transaction data and IBTI's current price of $22.36, EIGHT 31 FINANCIAL, LLC's estimated gain on his IBTI holdings is $128,549.05, reflecting a 1.59% gain to date.

EIGHT 31 FINANCIAL, LLC IBTI ($22.36) Holding Chart

EIGHT 31 FINANCIAL, LLC IBTI ($22.36) 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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