Envision Financial Planning, LLC IBDU Holdings History
Envision Financial Planning, LLC's iShares iBonds Dec 2029 Term Corporate ETF Holding Summary
As of 2025-03-31, Envision Financial Planning, LLC held 496,326.00 shares of iShares iBonds Dec 2029 Term Corporate ETF(IBDU), totaling $11.48 Mil. This investment constitutes 5.85% of their stock portfolio, and Envision Financial Planning, LLC now holds 0.45% of the outstanding iShares iBonds Dec 2029 Term Corporate ETF(IBDU) stock.
The initial trade took place in 2023Q3. And since then Envision Financial Planning, LLC has made 6 purchases of IBDU, at an average price of $22.35, for a total of 496,326.00 shares. Based on historical transaction data and IBDU's current price of $23.18, Envision Financial Planning, LLC's estimated gain on his IBDU holdings is $414,255.07, reflecting a 3.74% gain to date.
Envision Financial Planning, LLC IBDU ($23.18) Holding Chart
Envision Financial Planning, LLC IBDU ($23.18) 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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