COREPATH WEALTH PARTNERS LLC ISTB Holdings History
COREPATH WEALTH PARTNERS LLC's iShares Core 1-5 Year USD Bond ETF Holding Summary
As of 2025-03-31, COREPATH WEALTH PARTNERS LLC held 121,414.00 shares of iShares Core 1-5 Year USD Bond ETF(ISTB), totaling $5.85 Mil. This investment constitutes 5.58% of their stock portfolio, and COREPATH WEALTH PARTNERS LLC now holds 0.13% of the outstanding iShares Core 1-5 Year USD Bond ETF(ISTB) stock.
The initial trade took place in 2020Q4. And since then COREPATH WEALTH PARTNERS LLC has made 15 purchases of ISTB, at an average price of $49.83, for a total of 163,455.00 shares. In addition, there have been 2 sales at an average price of $47.39 for 42,041.00 shares. Based on historical transaction data and ISTB's current price of $48.38, COREPATH WEALTH PARTNERS LLC's estimated gain on his ISTB holdings is $-278,529.63, reflecting a -3.42% gain to date.
COREPATH WEALTH PARTNERS LLC ISTB ($48.38) Holding Chart
COREPATH WEALTH PARTNERS LLC ISTB ($48.38) 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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