Number of Shares
377,061.00
Current Holdings Value*
$8.21 Mil
% of Portfolio
5.26%
Total Estimate Gain
$99,921.17
% of Total Estimate Gain
1.23%

EIGHT 31 FINANCIAL, LLC's iShares iBonds Dec 2029 Term Treasury ETF Holding Summary

As of 2025-03-31, EIGHT 31 FINANCIAL, LLC held 377,061.00 shares of iShares iBonds Dec 2029 Term Treasury ETF(IBTJ), totaling $8.21 Mil. This investment constitutes 5.26% of their stock portfolio, and EIGHT 31 FINANCIAL, LLC now holds 1.25% of the outstanding iShares iBonds Dec 2029 Term Treasury ETF(IBTJ) stock.

The initial trade took place in 2025Q1. And since then EIGHT 31 FINANCIAL, LLC has made 1 purchases of IBTJ, at an average price of $21.48, for a total of 377,061.00 shares. Based on historical transaction data and IBTJ's current price of $21.75, EIGHT 31 FINANCIAL, LLC's estimated gain on his IBTJ holdings is $99,921.17, reflecting a 1.23% gain to date.

EIGHT 31 FINANCIAL, LLC IBTJ ($21.75) Holding Chart

EIGHT 31 FINANCIAL, LLC IBTJ ($21.75) 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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