Discipline Wealth Solutions, LLC IGSB Holdings History
Discipline Wealth Solutions, LLC's iShares 1-3 Year Credit Bond ETF Holding Summary
As of 2025-06-30, Discipline Wealth Solutions, LLC held 274,889.00 shares of iShares 1-3 Year Credit Bond ETF(IGSB), totaling $14.50 Mil. This investment constitutes 5.55% of their stock portfolio, and Discipline Wealth Solutions, LLC now holds 0.07% of the outstanding iShares 1-3 Year Credit Bond ETF(IGSB) stock.
The initial trade took place in 2023Q4. And since then Discipline Wealth Solutions, LLC has made 4 purchases of IGSB, at an average price of $50.62, for a total of 340,021.00 shares. In addition, there have been 2 sales at an average price of $51.25 for 65,132.00 shares. Based on historical transaction data and IGSB's current price of $52.39, Discipline Wealth Solutions, LLC's estimated gain on his IGSB holdings is $526,917.64, reflecting a 3.06% gain to date.
Discipline Wealth Solutions, LLC IGSB ($52.39) Holding Chart
Discipline Wealth Solutions, LLC IGSB ($52.39) 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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