Number of Shares
7,499.00
Current Holdings Value*
$200,600.00
% of Portfolio
0.13%
Total Estimate Gain
$374.95
% of Total Estimate Gain
0.19%

Stephenson & Company, Inc.'s iShares iBonds Dec 2025 Term Muni Bond ETF Holding Summary

As of 2025-03-31, Stephenson & Company, Inc. held 7,499.00 shares of iShares iBonds Dec 2025 Term Muni Bond ETF(IBMN), totaling $200,600.00. This investment constitutes 0.13% of their stock portfolio, and Stephenson & Company, Inc. now holds 0.04% of the outstanding iShares iBonds Dec 2025 Term Muni Bond ETF(IBMN) stock.

The initial trade took place in 2025Q1. And since then Stephenson & Company, Inc. has made 1 purchases of IBMN, at an average price of $26.70, for a total of 7,499.00 shares. Based on historical transaction data and IBMN's current price of $26.75, Stephenson & Company, Inc.'s estimated gain on his IBMN holdings is $374.95, reflecting a 0.19% gain to date.

Stephenson & Company, Inc. IBMN ($26.75) Holding Chart

Stephenson & Company, Inc. IBMN ($26.75) 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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