Number of Shares
40,248.00
Current Holdings Value*
$1.94 Mil
% of Portfolio
1.37%
Total Estimate Gain
$20,073.91
% of Total Estimate Gain
1.04%

Keystone Financial Group, Inc.'s iShares Core 1-5 Year USD Bond ETF Holding Summary

As of 2025-03-31, Keystone Financial Group, Inc. held 40,248.00 shares of iShares Core 1-5 Year USD Bond ETF(ISTB), totaling $1.94 Mil. This investment constitutes 1.37% of their stock portfolio, and Keystone Financial Group, Inc. now holds 0.04% of the outstanding iShares Core 1-5 Year USD Bond ETF(ISTB) stock.

The initial trade took place in 2024Q4. And since then Keystone Financial Group, Inc. has made 1 purchases of ISTB, at an average price of $48.01, for a total of 40,248.00 shares. Based on historical transaction data and ISTB's current price of $48.51, Keystone Financial Group, Inc.'s estimated gain on his ISTB holdings is $20,073.91, reflecting a 1.04% gain to date.

Keystone Financial Group, Inc. ISTB ($48.51) Holding Chart

Keystone Financial Group, Inc. ISTB ($48.51) 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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