Number of Shares
185,436.00
Current Holdings Value*
$8.97 Mil
% of Portfolio
3.94%
Total Estimate Gain
$-721,609.31
% of Total Estimate Gain
-4.03%

Buttonwood Financial Advisors Inc.'s iShares Core 1-5 Year USD Bond ETF Holding Summary

As of 2025-03-31, Buttonwood Financial Advisors Inc. held 185,436.00 shares of iShares Core 1-5 Year USD Bond ETF(ISTB), totaling $8.97 Mil. This investment constitutes 3.94% of their stock portfolio, and Buttonwood Financial Advisors Inc. now holds 0.2% of the outstanding iShares Core 1-5 Year USD Bond ETF(ISTB) stock.

The initial trade took place in 2021Q4. And since then Buttonwood Financial Advisors Inc. has made 10 purchases of ISTB, at an average price of $49.61, for a total of 361,043.00 shares. In addition, there have been 3 sales at an average price of $46.55 for 175,607.00 shares. Based on historical transaction data and ISTB's current price of $48.61, Buttonwood Financial Advisors Inc.'s estimated gain on his ISTB holdings is $-721,609.31, reflecting a -4.03% gain to date.

Buttonwood Financial Advisors Inc. ISTB ($48.61) Holding Chart

Buttonwood Financial Advisors Inc. ISTB ($48.61) 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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