Altus Wealth Management, LLC IGEB Holdings History
Altus Wealth Management, LLC's iShares Investment Grade Systematic Bond ETF Holding Summary
As of 2025-06-30, Altus Wealth Management, LLC held 43,389.00 shares of iShares Investment Grade Systematic Bond ETF(IGEB), totaling $1.97 Mil. This investment constitutes 0.94% of their stock portfolio, and Altus Wealth Management, LLC now holds 0.16% of the outstanding iShares Investment Grade Systematic Bond ETF(IGEB) stock.
The initial trade took place in 2023Q3. And since then Altus Wealth Management, LLC has made 6 purchases of IGEB, at an average price of $43.91, for a total of 44,671.00 shares. In addition, there have been 2 sales at an average price of $44.65 for 1,282.00 shares. Based on historical transaction data and IGEB's current price of $45.21, Altus Wealth Management, LLC's estimated gain on his IGEB holdings is $57,405.70, reflecting a 2.93% gain to date.
Altus Wealth Management, LLC IGEB ($45.21) Holding Chart
Altus Wealth Management, LLC IGEB ($45.21) 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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