Number of Shares
185,007.00
Current Holdings Value*
$9.72 Mil
% of Portfolio
4.74%
Total Estimate Gain
$212,058.47
% of Total Estimate Gain
2.22%

ADAPT WEALTH ADVISORS, LLC's iShares Intermediate Credit Bond ETF Holding Summary

As of 2025-03-31, ADAPT WEALTH ADVISORS, LLC held 185,007.00 shares of iShares Intermediate Credit Bond ETF(IGIB), totaling $9.72 Mil. This investment constitutes 4.74% of their stock portfolio, and ADAPT WEALTH ADVISORS, LLC now holds 0.07% of the outstanding iShares Intermediate Credit Bond ETF(IGIB) stock.

The initial trade took place in 2024Q1. And since then ADAPT WEALTH ADVISORS, LLC has made 4 purchases of IGIB, at an average price of $51.73, for a total of 185,007.00 shares. Based on historical transaction data and IGIB's current price of $52.88, ADAPT WEALTH ADVISORS, LLC's estimated gain on his IGIB holdings is $212,058.47, reflecting a 2.22% gain to date.

ADAPT WEALTH ADVISORS, LLC IGIB ($52.88) Holding Chart

ADAPT WEALTH ADVISORS, LLC IGIB ($52.88) 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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