Number of Shares
116,724.00
Current Holdings Value*
$6.16 Mil
% of Portfolio
5.82%
Total Estimate Gain
$290,449.52
% of Total Estimate Gain
2.59%

Mendota Financial Group, LLC's iShares 1-3 Year Credit Bond ETF Holding Summary

As of 2025-06-30, Mendota Financial Group, LLC held 116,724.00 shares of iShares 1-3 Year Credit Bond ETF(IGSB), totaling $6.16 Mil. This investment constitutes 5.82% of their stock portfolio, and Mendota Financial Group, LLC now holds 0.03% of the outstanding iShares 1-3 Year Credit Bond ETF(IGSB) stock.

The initial trade took place in 2023Q3. And since then Mendota Financial Group, LLC has made 6 purchases of IGSB, at an average price of $51.03, for a total of 219,797.00 shares. In addition, there have been 2 sales at an average price of $51.98 for 103,073.00 shares. Based on historical transaction data and IGSB's current price of $52.68, Mendota Financial Group, LLC's estimated gain on his IGSB holdings is $290,449.52, reflecting a 2.59% gain to date.

Mendota Financial Group, LLC IGSB ($52.68) Holding Chart

Mendota Financial Group, LLC IGSB ($52.68) 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