JACOBSON & SCHMITT ADVISORS, LLC IGSB Holdings History
JACOBSON & SCHMITT ADVISORS, LLC's iShares 1-3 Year Credit Bond ETF Holding Summary
As of 2025-03-31, JACOBSON & SCHMITT ADVISORS, LLC held 367,831.00 shares of iShares 1-3 Year Credit Bond ETF(IGSB), totaling $19.26 Mil. This investment constitutes 3.94% of their stock portfolio, and JACOBSON & SCHMITT ADVISORS, LLC now holds 0.09% of the outstanding iShares 1-3 Year Credit Bond ETF(IGSB) stock.
The initial trade took place in 2019Q3. And since then JACOBSON & SCHMITT ADVISORS, LLC has made 15 purchases of IGSB, at an average price of $51.54, for a total of 490,416.00 shares. In addition, there have been 1 sales at an average price of $54.73 for 122,585.00 shares. Based on historical transaction data and IGSB's current price of $52.47, JACOBSON & SCHMITT ADVISORS, LLC's estimated gain on his IGSB holdings is $733,534.33, reflecting a 2.90% gain to date.
JACOBSON & SCHMITT ADVISORS, LLC IGSB ($52.47) Holding Chart
JACOBSON & SCHMITT ADVISORS, LLC IGSB ($52.47) 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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