Number of Shares
344,179.00
Current Holdings Value*
$18.08 Mil
% of Portfolio
6.8%
Total Estimate Gain
$713,942.67
% of Total Estimate Gain
4.03%

Ameliora Wealth Management Ltd.'s iShares Intermediate Credit Bond ETF Holding Summary

As of 2025-03-31, Ameliora Wealth Management Ltd. held 344,179.00 shares of iShares Intermediate Credit Bond ETF(IGIB), totaling $18.08 Mil. This investment constitutes 6.8% of their stock portfolio, and Ameliora Wealth Management Ltd. now holds 0.12% of the outstanding iShares Intermediate Credit Bond ETF(IGIB) stock.

The initial trade took place in 2023Q1. And since then Ameliora Wealth Management Ltd. has made 7 purchases of IGIB, at an average price of $51.06, for a total of 346,689.00 shares. In addition, there have been 2 sales at an average price of $50.70 for 2,510.00 shares. Based on historical transaction data and IGIB's current price of $53.14, Ameliora Wealth Management Ltd.'s estimated gain on his IGIB holdings is $713,942.67, reflecting a 4.03% gain to date.

Ameliora Wealth Management Ltd. IGIB ($53.14) Holding Chart

Ameliora Wealth Management Ltd. IGIB ($53.14) 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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