Envision Financial Planning, LLC IBDY Holdings History
Envision Financial Planning, LLC's iShares iBonds Dec 2033 Term Corporate ETF Holding Summary
As of 2025-03-31, Envision Financial Planning, LLC held 650,671.00 shares of iShares iBonds Dec 2033 Term Corporate ETF(IBDY), totaling $16.63 Mil. This investment constitutes 8.48% of their stock portfolio, and Envision Financial Planning, LLC now holds 2.28% of the outstanding iShares iBonds Dec 2033 Term Corporate ETF(IBDY) stock.
The initial trade took place in 2023Q3. And since then Envision Financial Planning, LLC has made 6 purchases of IBDY, at an average price of $24.71, for a total of 650,671.00 shares. Based on historical transaction data and IBDY's current price of $25.58, Envision Financial Planning, LLC's estimated gain on his IBDY holdings is $565,162.31, reflecting a 3.52% gain to date.
Envision Financial Planning, LLC IBDY ($25.58) Holding Chart
Envision Financial Planning, LLC IBDY ($25.58) 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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