Number of Shares
149,417.00
Current Holdings Value*
$11.44 Mil
% of Portfolio
2.45%
Total Estimate Gain
$349,620.08
% of Total Estimate Gain
3.17%

MinichMacGregor Wealth Management, LLC's iShares S&P/Citigroup 1-3 Yr Intl Treasury Bond Holding Summary

As of 2025-06-30, MinichMacGregor Wealth Management, LLC held 149,417.00 shares of iShares S&P/Citigroup 1-3 Yr Intl Treasury Bond(ISHG), totaling $11.44 Mil. This investment constitutes 2.45% of their stock portfolio, and MinichMacGregor Wealth Management, LLC now holds 1.93% of the outstanding iShares S&P/Citigroup 1-3 Yr Intl Treasury Bond(ISHG) stock.

The initial trade took place in 2018Q3. And since then MinichMacGregor Wealth Management, LLC has made 2 purchases of ISHG, at an average price of $73.88, for a total of 149,427.00 shares. In addition, there have been 1 sales at an average price of $80.40 for 10.00 shares. Based on historical transaction data and ISHG's current price of $76.22, MinichMacGregor Wealth Management, LLC's estimated gain on his ISHG holdings is $349,620.08, reflecting a 3.17% gain to date.

MinichMacGregor Wealth Management, LLC ISHG ($76.22) Holding Chart

MinichMacGregor Wealth Management, LLC ISHG ($76.22) 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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