Insight Wealth Strategies, LLC IGLB Holdings History
Insight Wealth Strategies, LLC's iShares 10 Year Investment Grade Corporate Bond ETF Holding Summary
As of 2025-06-30, Insight Wealth Strategies, LLC held 443,328.00 shares of iShares 10 Year Investment Grade Corporate Bond ETF(IGLB), totaling $22.24 Mil. This investment constitutes 2.81% of their stock portfolio, and Insight Wealth Strategies, LLC now holds 0.93% of the outstanding iShares 10 Year Investment Grade Corporate Bond ETF(IGLB) stock.
The initial trade took place in 2019Q2. And since then Insight Wealth Strategies, LLC has made 8 purchases of IGLB, at an average price of $53.01, for a total of 532,581.00 shares. In addition, there have been 3 sales at an average price of $67.95 for 89,253.00 shares. Based on historical transaction data and IGLB's current price of $49.09, Insight Wealth Strategies, LLC's estimated gain on his IGLB holdings is $-406,910.60, reflecting a -1.44% gain to date.
Insight Wealth Strategies, LLC IGLB ($49.09) Holding Chart
Insight Wealth Strategies, LLC IGLB ($49.09) 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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