Number of Shares
236,342.00
Current Holdings Value*
$12.38 Mil
% of Portfolio
2.38%
Total Estimate Gain
$647,886.56
% of Total Estimate Gain
4.10%

D L CARLSON INVESTMENT GROUP INC's iShares 1-3 Year Credit Bond ETF Holding Summary

As of 2025-03-31, D L CARLSON INVESTMENT GROUP INC held 236,342.00 shares of iShares 1-3 Year Credit Bond ETF(IGSB), totaling $12.38 Mil. This investment constitutes 2.38% of their stock portfolio, and D L CARLSON INVESTMENT GROUP INC now holds 0.06% of the outstanding iShares 1-3 Year Credit Bond ETF(IGSB) stock.

The initial trade took place in 2023Q2. And since then D L CARLSON INVESTMENT GROUP INC has made 6 purchases of IGSB, at an average price of $50.23, for a total of 314,512.00 shares. In addition, there have been 2 sales at an average price of $51.80 for 78,170.00 shares. Based on historical transaction data and IGSB's current price of $52.45, D L CARLSON INVESTMENT GROUP INC's estimated gain on his IGSB holdings is $647,886.56, reflecting a 4.10% gain to date.

D L CARLSON INVESTMENT GROUP INC IGSB ($52.45) Holding Chart

D L CARLSON INVESTMENT GROUP INC 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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