Envision Financial Planning, LLC IBDW Holdings History
Envision Financial Planning, LLC's iShares iBonds Dec 2031 Term Corporate ETF Holding Summary
As of 2025-03-31, Envision Financial Planning, LLC held 697,966.00 shares of iShares iBonds Dec 2031 Term Corporate ETF(IBDW), totaling $14.48 Mil. This investment constitutes 7.38% of their stock portfolio, and Envision Financial Planning, LLC now holds 0.98% of the outstanding iShares iBonds Dec 2031 Term Corporate ETF(IBDW) stock.
The initial trade took place in 2023Q3. And since then Envision Financial Planning, LLC has made 6 purchases of IBDW, at an average price of $19.98, for a total of 697,966.00 shares. Based on historical transaction data and IBDW's current price of $20.84, Envision Financial Planning, LLC's estimated gain on his IBDW holdings is $596,841.55, reflecting a 4.28% gain to date.
Envision Financial Planning, LLC IBDW ($20.84) Holding Chart
Envision Financial Planning, LLC IBDW ($20.84) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
