Number of Shares
151,139.00
Current Holdings Value*
$8.01 Mil
% of Portfolio
1.06%
Total Estimate Gain
$430,727.67
% of Total Estimate Gain
3.72%

Goldstone Financial Group, LLC's iShares Intermediate Credit Bond ETF Holding Summary

As of 2025-06-30, Goldstone Financial Group, LLC held 151,139.00 shares of iShares Intermediate Credit Bond ETF(IGIB), totaling $8.01 Mil. This investment constitutes 1.06% of their stock portfolio, and Goldstone Financial Group, LLC now holds 0.05% of the outstanding iShares Intermediate Credit Bond ETF(IGIB) stock.

The initial trade took place in 2023Q4. And since then Goldstone Financial Group, LLC has made 3 purchases of IGIB, at an average price of $50.65, for a total of 228,750.00 shares. In addition, there have been 3 sales at an average price of $52.18 for 77,611.00 shares. Based on historical transaction data and IGIB's current price of $52.72, Goldstone Financial Group, LLC's estimated gain on his IGIB holdings is $430,727.67, reflecting a 3.72% gain to date.

Goldstone Financial Group, LLC IGIB ($52.72) Holding Chart

Goldstone Financial Group, LLC IGIB ($52.72) 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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