Independence Financial Advisors, LLC ISTB Holdings History
Number of Shares
268,805.00
Current Holdings Value*
$13.00 Mil
% of Portfolio
4.94%
Total Estimate Gain
$131,714.45
% of Total Estimate Gain
1.02%
Independence Financial Advisors, LLC's iShares Core 1-5 Year USD Bond ETF Holding Summary
As of 2025-03-31, Independence Financial Advisors, LLC held 268,805.00 shares of iShares Core 1-5 Year USD Bond ETF(ISTB), totaling $13.00 Mil. This investment constitutes 4.94% of their stock portfolio, and Independence Financial Advisors, LLC now holds 0.29% of the outstanding iShares Core 1-5 Year USD Bond ETF(ISTB) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and ISTB's current price of $48.50, Independence Financial Advisors, LLC's estimated gain on his ISTB holdings is $131,714.45, reflecting a 1.02% gain to date.
Independence Financial Advisors, LLC ISTB ($48.50) Holding Chart
Independence Financial Advisors, LLC ISTB ($48.50) 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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