CPA Asset Management LLC IGEB Holdings History
CPA Asset Management LLC's iShares Investment Grade Systematic Bond ETF Holding Summary
As of 2025-06-30, CPA Asset Management LLC held 129,973.00 shares of iShares Investment Grade Systematic Bond ETF(IGEB), totaling $5.91 Mil. This investment constitutes 2.48% of their stock portfolio, and CPA Asset Management LLC now holds 0.47% of the outstanding iShares Investment Grade Systematic Bond ETF(IGEB) stock.
The initial trade took place in 2023Q3. And since then CPA Asset Management LLC has made 8 purchases of IGEB, at an average price of $44.54, for a total of 129,973.00 shares. Based on historical transaction data and IGEB's current price of $45.21, CPA Asset Management LLC's estimated gain on his IGEB holdings is $87,585.95, reflecting a 1.51% gain to date.
CPA Asset Management LLC IGEB ($45.21) Holding Chart
CPA Asset Management LLC IGEB ($45.21) 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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