Number of Shares
88,818.00
Current Holdings Value*
$4.66 Mil
% of Portfolio
3.17%
Total Estimate Gain
$2.38 Mil
% of Total Estimate Gain
26.68%

LFA - Lugano Financial Advisors SA's iShares Intermediate Credit Bond ETF Holding Summary

As of 2025-03-31, LFA - Lugano Financial Advisors SA held 88,818.00 shares of iShares Intermediate Credit Bond ETF(IGIB), totaling $4.66 Mil. This investment constitutes 3.17% of their stock portfolio, and LFA - Lugano Financial Advisors SA now holds 0.03% of the outstanding iShares Intermediate Credit Bond ETF(IGIB) stock.

The initial trade took place in 2018Q2. And since then LFA - Lugano Financial Advisors SA has made 6 purchases of IGIB, at an average price of $48.38, for a total of 184,455.00 shares. In addition, there have been 7 sales at an average price of $68.86 for 95,637.00 shares. Based on historical transaction data and IGIB's current price of $53.14, LFA - Lugano Financial Advisors SA's estimated gain on his IGIB holdings is $2.38 Mil, reflecting a 26.68% gain to date.

LFA - Lugano Financial Advisors SA IGIB ($53.14) Holding Chart

LFA - Lugano Financial Advisors SA IGIB ($53.14) 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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