Number of Shares
220,984.00
Current Holdings Value*
$11.21 Mil
% of Portfolio
6.04%
Total Estimate Gain
$-299,933.26
% of Total Estimate Gain
-2.31%

Fullen Financial Group's iShares 1-3 Year Credit Bond ETF Holding Summary

As of 2023-03-31, Fullen Financial Group held 220,984.00 shares of iShares 1-3 Year Credit Bond ETF(IGSB), totaling $11.21 Mil. This investment constitutes 6.04% of their stock portfolio, and Fullen Financial Group now holds 0.05% of the outstanding iShares 1-3 Year Credit Bond ETF(IGSB) stock.

The initial trade took place in 2020Q2. And since then Fullen Financial Group has made 5 purchases of IGSB, at an average price of $53.56, for a total of 242,671.00 shares. In addition, there have been 6 sales at an average price of $51.03 for 21,687.00 shares. Based on historical transaction data and IGSB's current price of $52.45, Fullen Financial Group's estimated gain on his IGSB holdings is $-299,933.26, reflecting a -2.31% gain to date.

Fullen Financial Group IGSB ($52.45) Holding Chart

Fullen Financial Group 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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