Advisor OS, LLC ISTB Holdings History
Advisor OS, LLC's iShares Core 1-5 Year USD Bond ETF Holding Summary
As of 2025-03-31, Advisor OS, LLC held - shares of iShares Core 1-5 Year USD Bond ETF(ISTB), totaling N/A. This investment constitutes 0% of their stock portfolio, and Advisor OS, LLC now holds 0% of the outstanding iShares Core 1-5 Year USD Bond ETF(ISTB) stock.
The initial trade took place in 2021Q3. And since then Advisor OS, LLC has made 7 purchases of ISTB, at an average price of $48.60, for a total of 309,747.00 shares. In addition, there have been 8 sales at an average price of $47.37 for 309,747.00 shares. Based on historical transaction data and ISTB's current price of $48.59, Advisor OS, LLC's estimated gain on his ISTB holdings is $-379,300.52, reflecting a -2.52% gain to date.
Advisor OS, LLC ISTB ($48.59) Holding Chart
Advisor OS, LLC ISTB ($48.59) 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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