MORRIS FINANCIAL CONCEPTS, INC. ISTB Holdings History
MORRIS FINANCIAL CONCEPTS, INC.'s iShares Core 1-5 Year USD Bond ETF Holding Summary
As of 2025-03-31, MORRIS FINANCIAL CONCEPTS, INC. held 170,914.00 shares of iShares Core 1-5 Year USD Bond ETF(ISTB), totaling $8.26 Mil. This investment constitutes 3.47% of their stock portfolio, and MORRIS FINANCIAL CONCEPTS, INC. now holds 0.18% of the outstanding iShares Core 1-5 Year USD Bond ETF(ISTB) stock.
The initial trade took place in 2022Q2. And since then MORRIS FINANCIAL CONCEPTS, INC. has made 11 purchases of ISTB, at an average price of $46.63, for a total of 177,098.00 shares. In addition, there have been 1 sales at an average price of $46.54 for 6,184.00 shares. Based on historical transaction data and ISTB's current price of $48.45, MORRIS FINANCIAL CONCEPTS, INC.'s estimated gain on his ISTB holdings is $308,871.83, reflecting a 3.74% gain to date.
MORRIS FINANCIAL CONCEPTS, INC. ISTB ($48.45) Holding Chart
MORRIS FINANCIAL CONCEPTS, INC. 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 % | |||
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