MB, LEVIS & ASSOCIATES, LLC IBDW Holdings History
MB, LEVIS & ASSOCIATES, LLC's iShares iBonds Dec 2031 Term Corporate ETF Holding Summary
As of 2025-03-31, MB, LEVIS & ASSOCIATES, LLC held 628,699.00 shares of iShares iBonds Dec 2031 Term Corporate ETF(IBDW), totaling $13.05 Mil. This investment constitutes 6.06% of their stock portfolio, and MB, LEVIS & ASSOCIATES, LLC now holds 0.88% of the outstanding iShares iBonds Dec 2031 Term Corporate ETF(IBDW) stock.
The initial trade took place in 2025Q1. And since then MB, LEVIS & ASSOCIATES, LLC has made 1 purchases of IBDW, at an average price of $20.52, for a total of 628,699.00 shares. Based on historical transaction data and IBDW's current price of $20.82, MB, LEVIS & ASSOCIATES, LLC's estimated gain on his IBDW holdings is $188,609.70, reflecting a 1.46% gain to date.
MB, LEVIS & ASSOCIATES, LLC IBDW ($20.82) Holding Chart
MB, LEVIS & ASSOCIATES, LLC IBDW ($20.82) 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