FIDUCIARY ADVISORS, INC. ISTB Holdings History
Number of Shares
174,720.00
Current Holdings Value*
$8.45 Mil
% of Portfolio
8.34%
Total Estimate Gain
$62,717.62
% of Total Estimate Gain
0.75%
FIDUCIARY ADVISORS, INC.'s iShares Core 1-5 Year USD Bond ETF Holding Summary
As of 2025-03-31, FIDUCIARY ADVISORS, INC. held 174,720.00 shares of iShares Core 1-5 Year USD Bond ETF(ISTB), totaling $8.45 Mil. This investment constitutes 8.34% of their stock portfolio, and FIDUCIARY ADVISORS, INC. now holds 0.19% of the outstanding iShares Core 1-5 Year USD Bond ETF(ISTB) stock.
The initial trade took place in 2024Q4. And since then FIDUCIARY ADVISORS, INC. has made 1 purchases of ISTB, at an average price of $47.99, for a total of 174,720.00 shares. Based on historical transaction data and ISTB's current price of $48.35, FIDUCIARY ADVISORS, INC.'s estimated gain on his ISTB holdings is $62,717.62, reflecting a 0.75% gain to date.
FIDUCIARY ADVISORS, INC. ISTB ($48.35) Holding Chart
FIDUCIARY ADVISORS, INC. ISTB ($48.35) 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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