MB, LEVIS & ASSOCIATES, LLC IBDZ Holdings History
MB, LEVIS & ASSOCIATES, LLC's iBonds Dec 2034 Term Corporate ETF Holding Summary
As of 2025-03-31, MB, LEVIS & ASSOCIATES, LLC held 488,404.00 shares of iBonds Dec 2034 Term Corporate ETF(IBDZ), totaling $12.59 Mil. This investment constitutes 5.85% of their stock portfolio, and MB, LEVIS & ASSOCIATES, LLC now holds 3.82% of the outstanding iBonds Dec 2034 Term Corporate ETF(IBDZ) stock.
The initial trade took place in 2025Q1. And since then MB, LEVIS & ASSOCIATES, LLC has made 1 purchases of IBDZ, at an average price of $25.55, for a total of 488,404.00 shares. Based on historical transaction data and IBDZ's current price of $25.78, MB, LEVIS & ASSOCIATES, LLC's estimated gain on his IBDZ holdings is $112,332.92, reflecting a 0.90% gain to date.
MB, LEVIS & ASSOCIATES, LLC IBDZ ($25.78) Holding Chart
MB, LEVIS & ASSOCIATES, LLC IBDZ ($25.78) 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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