MONOGRAPH WEALTH ADVISORS, LLC IGSB Holdings History
MONOGRAPH WEALTH ADVISORS, LLC's iShares 1-3 Year Credit Bond ETF Holding Summary
As of 2025-03-31, MONOGRAPH WEALTH ADVISORS, LLC held 461,125.00 shares of iShares 1-3 Year Credit Bond ETF(IGSB), totaling $24.15 Mil. This investment constitutes 3.29% of their stock portfolio, and MONOGRAPH WEALTH ADVISORS, LLC now holds 0.12% of the outstanding iShares 1-3 Year Credit Bond ETF(IGSB) stock.
The initial trade took place in 2022Q4. And since then MONOGRAPH WEALTH ADVISORS, LLC has made 9 purchases of IGSB, at an average price of $51.45, for a total of 504,239.00 shares. In addition, there have been 1 sales at an average price of $50.03 for 43,114.00 shares. Based on historical transaction data and IGSB's current price of $52.57, MONOGRAPH WEALTH ADVISORS, LLC's estimated gain on his IGSB holdings is $457,658.35, reflecting a 1.76% gain to date.
MONOGRAPH WEALTH ADVISORS, LLC IGSB ($52.57) Holding Chart
MONOGRAPH WEALTH ADVISORS, LLC IGSB ($52.57) 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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