MB, LEVIS & ASSOCIATES, LLC IBDV Holdings History
MB, LEVIS & ASSOCIATES, LLC's iShares iBonds Dec 2030 Term Corporate ETF Holding Summary
As of 2025-03-31, MB, LEVIS & ASSOCIATES, LLC held 593,870.00 shares of iShares iBonds Dec 2030 Term Corporate ETF(IBDV), totaling $12.90 Mil. This investment constitutes 5.99% of their stock portfolio, and MB, LEVIS & ASSOCIATES, LLC now holds 0.71% of the outstanding iShares iBonds Dec 2030 Term Corporate ETF(IBDV) stock.
The initial trade took place in 2025Q1. And since then MB, LEVIS & ASSOCIATES, LLC has made 1 purchases of IBDV, at an average price of $21.49, for a total of 593,870.00 shares. Based on historical transaction data and IBDV's current price of $21.85, MB, LEVIS & ASSOCIATES, LLC's estimated gain on his IBDV holdings is $213,793.20, reflecting a 1.68% gain to date.
MB, LEVIS & ASSOCIATES, LLC IBDV ($21.85) Holding Chart
MB, LEVIS & ASSOCIATES, LLC IBDV ($21.85) 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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