Number of Shares
184,450.00
Current Holdings Value*
$9.83 Mil
% of Portfolio
3.33%
Total Estimate Gain
$-21,399.86
% of Total Estimate Gain
-0.15%

COLTON GROOME FINANCIAL ADVISORS, LLC's iShares Intermediate Credit Bond ETF Holding Summary

As of 2025-06-30, COLTON GROOME FINANCIAL ADVISORS, LLC held 184,450.00 shares of iShares Intermediate Credit Bond ETF(IGIB), totaling $9.83 Mil. This investment constitutes 3.33% of their stock portfolio, and COLTON GROOME FINANCIAL ADVISORS, LLC now holds 0.06% of the outstanding iShares Intermediate Credit Bond ETF(IGIB) stock.

The initial trade took place in 2019Q3. And since then COLTON GROOME FINANCIAL ADVISORS, LLC has made 12 purchases of IGIB, at an average price of $53.61, for a total of 258,876.00 shares. In addition, there have been 6 sales at an average price of $54.74 for 74,426.00 shares. Based on historical transaction data and IGIB's current price of $53.04, COLTON GROOME FINANCIAL ADVISORS, LLC's estimated gain on his IGIB holdings is $-21,399.86, reflecting a -0.15% gain to date.

COLTON GROOME FINANCIAL ADVISORS, LLC IGIB ($53.04) Holding Chart

COLTON GROOME FINANCIAL ADVISORS, LLC IGIB ($53.04) 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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