AGILIS PARTNERS LLC IGLB Holdings History

Number of Shares
423,701.00
Current Holdings Value*
$20.93 Mil
% of Portfolio
6.3%
Total Estimate Gain
$803,380.44
% of Total Estimate Gain
0.83%

AGILIS PARTNERS LLC's iShares 10 Year Investment Grade Corporate Bond ETF Holding Summary

As of 2024-12-31, AGILIS PARTNERS LLC held 423,701.00 shares of iShares 10 Year Investment Grade Corporate Bond ETF(IGLB), totaling $20.93 Mil. This investment constitutes 6.3% of their stock portfolio, and AGILIS PARTNERS LLC now holds 0.78% of the outstanding iShares 10 Year Investment Grade Corporate Bond ETF(IGLB) stock.

The initial trade took place in 2019Q1. And since then AGILIS PARTNERS LLC has made 14 purchases of IGLB, at an average price of $54.20, for a total of 1.78 Mil shares. In addition, there have been 10 sales at an average price of $56.35 for 1.35 Mil shares. Based on historical transaction data and IGLB's current price of $49.25, AGILIS PARTNERS LLC's estimated gain on his IGLB holdings is $803,380.44, reflecting a 0.83% gain to date.

AGILIS PARTNERS LLC IGLB ($49.25) Holding Chart

AGILIS PARTNERS LLC IGLB ($49.25) 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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