Fonville Wealth Management LLC ISTB Holdings History
Fonville Wealth Management LLC's iShares Core 1-5 Year USD Bond ETF Holding Summary
As of 2025-03-31, Fonville Wealth Management LLC held 162,771.00 shares of iShares Core 1-5 Year USD Bond ETF(ISTB), totaling $7.88 Mil. This investment constitutes 2.32% of their stock portfolio, and Fonville Wealth Management LLC now holds 0.18% of the outstanding iShares Core 1-5 Year USD Bond ETF(ISTB) stock.
The initial trade took place in 2023Q4. And since then Fonville Wealth Management LLC has made 5 purchases of ISTB, at an average price of $47.18, for a total of 162,771.00 shares. Based on historical transaction data and ISTB's current price of $48.39, Fonville Wealth Management LLC's estimated gain on his ISTB holdings is $197,375.98, reflecting a 2.57% gain to date.
Fonville Wealth Management LLC ISTB ($48.39) Holding Chart
Fonville Wealth Management LLC ISTB ($48.39) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
