LEVEL FOUR FINANCIAL, LLC ISTB Holdings History
LEVEL FOUR FINANCIAL, LLC's iShares Core 1-5 Year USD Bond ETF Holding Summary
As of 2021-09-30, LEVEL FOUR FINANCIAL, LLC held 73,868.00 shares of iShares Core 1-5 Year USD Bond ETF(ISTB), totaling $3.77 Mil. This investment constitutes 1.64% of their stock portfolio, and LEVEL FOUR FINANCIAL, LLC now holds 0.06% of the outstanding iShares Core 1-5 Year USD Bond ETF(ISTB) stock.
The initial trade took place in 2020Q4. And since then LEVEL FOUR FINANCIAL, LLC has made 2 purchases of ISTB, at an average price of $51.14, for a total of 74,677.00 shares. In addition, there have been 1 sales at an average price of $51.11 for 809.00 shares. Based on historical transaction data and ISTB's current price of $48.45, LEVEL FOUR FINANCIAL, LLC's estimated gain on his ISTB holdings is $-198,453.99, reflecting a -5.20% gain to date.
LEVEL FOUR FINANCIAL, LLC ISTB ($48.45) Holding Chart
LEVEL FOUR FINANCIAL, LLC ISTB ($48.45) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
