Number of Shares
521,558.00
Current Holdings Value*
$23.48 Mil
% of Portfolio
8.83%
Total Estimate Gain
$397,767.66
% of Total Estimate Gain
1.72%

Ameliora Wealth Management Ltd.'s iShares Investment Grade Systematic Bond ETF Holding Summary

As of 2025-03-31, Ameliora Wealth Management Ltd. held 521,558.00 shares of iShares Investment Grade Systematic Bond ETF(IGEB), totaling $23.48 Mil. This investment constitutes 8.83% of their stock portfolio, and Ameliora Wealth Management Ltd. now holds 2.17% of the outstanding iShares Investment Grade Systematic Bond ETF(IGEB) stock.

The initial trade took place in 2023Q1. And since then Ameliora Wealth Management Ltd. has made 9 purchases of IGEB, at an average price of $44.28, for a total of 521,558.00 shares. Based on historical transaction data and IGEB's current price of $45.04, Ameliora Wealth Management Ltd.'s estimated gain on his IGEB holdings is $397,767.66, reflecting a 1.72% gain to date.

Ameliora Wealth Management Ltd. IGEB ($45.04) Holding Chart

Ameliora Wealth Management Ltd. IGEB ($45.04) 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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