CALIBER WEALTH MANAGEMENT, LLC IGSB Holdings History
CALIBER WEALTH MANAGEMENT, LLC's iShares 1-3 Year Credit Bond ETF Holding Summary
As of 2024-03-31, CALIBER WEALTH MANAGEMENT, LLC held 51,006.00 shares of iShares 1-3 Year Credit Bond ETF(IGSB), totaling $2.62 Mil. This investment constitutes 1.39% of their stock portfolio, and CALIBER WEALTH MANAGEMENT, LLC now holds -% of the outstanding iShares 1-3 Year Credit Bond ETF(IGSB) stock.
The initial trade took place in 2021Q2. And since then CALIBER WEALTH MANAGEMENT, LLC has made 3 purchases of IGSB, at an average price of $52.84, for a total of 98,491.00 shares. In addition, there have been 1 sales at an average price of $53.95 for 47,485.00 shares. Based on historical transaction data and IGSB's current price of $52.45, CALIBER WEALTH MANAGEMENT, LLC's estimated gain on his IGSB holdings is $32,523.03, reflecting a 0.62% gain to date.
CALIBER WEALTH MANAGEMENT, LLC IGSB ($52.45) Holding Chart
CALIBER WEALTH MANAGEMENT, LLC IGSB ($52.45) 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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