Number of Shares
223,837.00
Current Holdings Value*
$11.81 Mil
% of Portfolio
1.72%
Total Estimate Gain
$355,120.94
% of Total Estimate Gain
2.35%

BlueSky Wealth Advisors, LLC's iShares 1-3 Year Credit Bond ETF Holding Summary

As of 2025-06-30, BlueSky Wealth Advisors, LLC held 223,837.00 shares of iShares 1-3 Year Credit Bond ETF(IGSB), totaling $11.81 Mil. This investment constitutes 1.72% of their stock portfolio, and BlueSky Wealth Advisors, LLC now holds 0.05% of the outstanding iShares 1-3 Year Credit Bond ETF(IGSB) stock.

The initial trade took place in 2018Q2. And since then BlueSky Wealth Advisors, LLC has made 9 purchases of IGSB, at an average price of $51.16, for a total of 295,175.00 shares. In addition, there have been 18 sales at an average price of $51.60 for 71,338.00 shares. Based on historical transaction data and IGSB's current price of $52.61, BlueSky Wealth Advisors, LLC's estimated gain on his IGSB holdings is $355,120.94, reflecting a 2.35% gain to date.

BlueSky Wealth Advisors, LLC IGSB ($52.61) Holding Chart

BlueSky Wealth Advisors, LLC IGSB ($52.61) 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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