Number of Shares
160,260.00
Current Holdings Value*
$8.80 Mil
% of Portfolio
2.95%
Total Estimate Gain
$2.40 Mil
% of Total Estimate Gain
24.99%

MUTUAL OF OMAHA BANK WEALTH MANAGEMENT's iShares 1-3 Year Credit Bond ETF Holding Summary

As of 2020-09-30, MUTUAL OF OMAHA BANK WEALTH MANAGEMENT held 160,260.00 shares of iShares 1-3 Year Credit Bond ETF(IGSB), totaling $8.80 Mil. This investment constitutes 2.95% of their stock portfolio, and MUTUAL OF OMAHA BANK WEALTH MANAGEMENT now holds 0.04% of the outstanding iShares 1-3 Year Credit Bond ETF(IGSB) stock.

The initial trade took place in 2018Q2. And since then MUTUAL OF OMAHA BANK WEALTH MANAGEMENT has made 7 purchases of IGSB, at an average price of $47.24, for a total of 203,025.00 shares. In addition, there have been 3 sales at an average price of $83.32 for 42,765.00 shares. Based on historical transaction data and IGSB's current price of $52.57, MUTUAL OF OMAHA BANK WEALTH MANAGEMENT's estimated gain on his IGSB holdings is $2.40 Mil, reflecting a 24.99% gain to date.

MUTUAL OF OMAHA BANK WEALTH MANAGEMENT IGSB ($52.57) Holding Chart

MUTUAL OF OMAHA BANK WEALTH MANAGEMENT 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 %

Top Ranked Articles

  • 1