Number of Shares
20,845.00
Current Holdings Value*
$1.01 Mil
% of Portfolio
0.13%
Total Estimate Gain
$10,214.05
% of Total Estimate Gain
1.02%

Center for Financial Planning, Inc.'s iShares Core 1-5 Year USD Bond ETF Holding Summary

As of 2025-03-31, Center for Financial Planning, Inc. held 20,845.00 shares of iShares Core 1-5 Year USD Bond ETF(ISTB), totaling $1.01 Mil. This investment constitutes 0.13% of their stock portfolio, and Center for Financial Planning, Inc. now holds 0.02% of the outstanding iShares Core 1-5 Year USD Bond ETF(ISTB) stock.

The initial trade took place in 2025Q1. And since then Center for Financial Planning, Inc. has made 1 purchases of ISTB, at an average price of $48.01, for a total of 20,845.00 shares. Based on historical transaction data and ISTB's current price of $48.50, Center for Financial Planning, Inc.'s estimated gain on his ISTB holdings is $10,214.05, reflecting a 1.02% gain to date.

Center for Financial Planning, Inc. ISTB ($48.50) Holding Chart

Center for Financial Planning, Inc. ISTB ($48.50) 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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