MB, LEVIS & ASSOCIATES, LLC IBDX Holdings History
MB, LEVIS & ASSOCIATES, LLC's iShares iBonds Dec 2032 Term Corporate ETF Holding Summary
As of 2025-03-31, MB, LEVIS & ASSOCIATES, LLC held 491,146.00 shares of iShares iBonds Dec 2032 Term Corporate ETF(IBDX), totaling $12.27 Mil. This investment constitutes 5.7% of their stock portfolio, and MB, LEVIS & ASSOCIATES, LLC now holds 1.16% of the outstanding iShares iBonds Dec 2032 Term Corporate ETF(IBDX) stock.
The initial trade took place in 2025Q1. And since then MB, LEVIS & ASSOCIATES, LLC has made 1 purchases of IBDX, at an average price of $24.74, for a total of 491,146.00 shares. Based on historical transaction data and IBDX's current price of $25.22, MB, LEVIS & ASSOCIATES, LLC's estimated gain on his IBDX holdings is $235,750.08, reflecting a 1.94% gain to date.
MB, LEVIS & ASSOCIATES, LLC IBDX ($25.22) Holding Chart
MB, LEVIS & ASSOCIATES, LLC IBDX ($25.22) 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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