DDFG, Inc IGSB Holdings History

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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