MBL Wealth, LLC ISTB Holdings History
MBL Wealth, LLC's iShares Core 1-5 Year USD Bond ETF Holding Summary
As of 2025-03-31, MBL Wealth, LLC held 715,959.00 shares of iShares Core 1-5 Year USD Bond ETF(ISTB), totaling $34.62 Mil. This investment constitutes 3.5% of their stock portfolio, and MBL Wealth, LLC now holds 0.77% of the outstanding iShares Core 1-5 Year USD Bond ETF(ISTB) stock.
The initial trade took place in 2020Q4. And since then MBL Wealth, LLC has made 10 purchases of ISTB, at an average price of $47.64, for a total of 839,993.00 shares. In addition, there have been 3 sales at an average price of $49.53 for 124,034.00 shares. Based on historical transaction data and ISTB's current price of $48.38, MBL Wealth, LLC's estimated gain on his ISTB holdings is $762,651.01, reflecting a 1.91% gain to date.
MBL Wealth, LLC ISTB ($48.38) Holding Chart
MBL Wealth, LLC ISTB ($48.38) 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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