MB, LEVIS & ASSOCIATES, LLC IBDY Holdings History
MB, LEVIS & ASSOCIATES, LLC's iShares iBonds Dec 2033 Term Corporate ETF Holding Summary
As of 2025-03-31, MB, LEVIS & ASSOCIATES, LLC held 466,650.00 shares of iShares iBonds Dec 2033 Term Corporate ETF(IBDY), totaling $11.93 Mil. This investment constitutes 5.54% of their stock portfolio, and MB, LEVIS & ASSOCIATES, LLC now holds 1.64% of the outstanding iShares iBonds Dec 2033 Term Corporate ETF(IBDY) stock.
The initial trade took place in 2025Q1. And since then MB, LEVIS & ASSOCIATES, LLC has made 1 purchases of IBDY, at an average price of $25.29, for a total of 466,650.00 shares. Based on historical transaction data and IBDY's current price of $25.60, MB, LEVIS & ASSOCIATES, LLC's estimated gain on his IBDY holdings is $144,661.50, reflecting a 1.23% gain to date.
MB, LEVIS & ASSOCIATES, LLC IBDY ($25.60) Holding Chart
MB, LEVIS & ASSOCIATES, LLC IBDY ($25.60) 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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