Kiker Wealth Management, LLC IGSB Holdings History
Number of Shares
140,999.00
Current Holdings Value*
$7.38 Mil
% of Portfolio
5.04%
Total Estimate Gain
$94,022.91
% of Total Estimate Gain
1.28%
Kiker Wealth Management, LLC's iShares 1-3 Year Credit Bond ETF Holding Summary
As of 2025-03-31, Kiker Wealth Management, LLC held 140,999.00 shares of iShares 1-3 Year Credit Bond ETF(IGSB), totaling $7.38 Mil. This investment constitutes 5.04% of their stock portfolio, and Kiker Wealth Management, LLC now holds 0.04% of the outstanding iShares 1-3 Year Credit Bond ETF(IGSB) stock.
The initial trade took place in 2024Q4. And since then Kiker Wealth Management, LLC has made 1 purchases of IGSB, at an average price of $51.97, for a total of 140,999.00 shares. Based on historical transaction data and IGSB's current price of $52.64, Kiker Wealth Management, LLC's estimated gain on his IGSB holdings is $94,022.91, reflecting a 1.28% gain to date.
Kiker Wealth Management, LLC IGSB ($52.64) Holding Chart
Kiker Wealth Management, LLC IGSB ($52.64) 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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