Gradient Capital Advisors, LLC IGSB Holdings History
Gradient Capital Advisors, LLC's iShares 1-3 Year Credit Bond ETF Holding Summary
As of 2025-06-30, Gradient Capital Advisors, LLC held 72,664.00 shares of iShares 1-3 Year Credit Bond ETF(IGSB), totaling $3.83 Mil. This investment constitutes 1.13% of their stock portfolio, and Gradient Capital Advisors, LLC now holds 0.02% of the outstanding iShares 1-3 Year Credit Bond ETF(IGSB) stock.
The initial trade took place in 2018Q2. And since then Gradient Capital Advisors, LLC has made 17 purchases of IGSB, at an average price of $51.84, for a total of 124,534.00 shares. In addition, there have been 12 sales at an average price of $51.55 for 51,870.00 shares. Based on historical transaction data and IGSB's current price of $52.57, Gradient Capital Advisors, LLC's estimated gain on his IGSB holdings is $37,307.17, reflecting a 0.58% gain to date.
Gradient Capital Advisors, LLC IGSB ($52.57) Holding Chart
Gradient Capital Advisors, LLC IGSB ($52.57) 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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