Number of Shares
130,131.00
Current Holdings Value*
$6.81 Mil
% of Portfolio
1.89%
Total Estimate Gain
$1.14 Mil
% of Total Estimate Gain
4.99%
DDFG, Inc's iShares 1-3 Year Credit Bond ETF Holding Summary
As of 2025-03-31, DDFG, Inc held 130,131.00 shares of iShares 1-3 Year Credit Bond ETF(IGSB), totaling $6.81 Mil. This investment constitutes 1.89% of their stock portfolio, and DDFG, Inc now holds 0.03% of the outstanding iShares 1-3 Year Credit Bond ETF(IGSB) stock.
The initial trade took place in 2022Q4. And since then DDFG, Inc has made 6 purchases of IGSB, at an average price of $49.65, for a total of 461,405.00 shares. In addition, there have been 3 sales at an average price of $52.01 for 331,274.00 shares. Based on historical transaction data and IGSB's current price of $52.45, DDFG, Inc's estimated gain on his IGSB holdings is $1.14 Mil, reflecting a 4.99% gain to date.
DDFG, Inc IGSB ($52.45) Holding Chart
DDFG, 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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