Number of Shares
285,967.00
Current Holdings Value*
$14.98 Mil
% of Portfolio
10%
Total Estimate Gain
$-501,873.33
% of Total Estimate Gain
-2.34%

Better Money Decisions, LLC's iShares 1-3 Year Credit Bond ETF Holding Summary

As of 2025-03-31, Better Money Decisions, LLC held 285,967.00 shares of iShares 1-3 Year Credit Bond ETF(IGSB), totaling $14.98 Mil. This investment constitutes 10% of their stock portfolio, and Better Money Decisions, LLC now holds 0.07% of the outstanding iShares 1-3 Year Credit Bond ETF(IGSB) stock.

The initial trade took place in 2021Q1. And since then Better Money Decisions, LLC has made 11 purchases of IGSB, at an average price of $53.03, for a total of 404,665.00 shares. In addition, there have been 5 sales at an average price of $49.74 for 118,698.00 shares. Based on historical transaction data and IGSB's current price of $52.64, Better Money Decisions, LLC's estimated gain on his IGSB holdings is $-501,873.33, reflecting a -2.34% gain to date.

Better Money Decisions, LLC IGSB ($52.64) Holding Chart

Better Money Decisions, LLC IGSB ($52.64) 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 %

Top Ranked Articles

  • 1