Number of Shares
134,595.00
Current Holdings Value*
$7.07 Mil
% of Portfolio
6.38%
Total Estimate Gain
$267,878.21
% of Total Estimate Gain
2.63%

Mittelman Wealth Management's iShares Intermediate Credit Bond ETF Holding Summary

As of 2025-03-31, Mittelman Wealth Management held 134,595.00 shares of iShares Intermediate Credit Bond ETF(IGIB), totaling $7.07 Mil. This investment constitutes 6.38% of their stock portfolio, and Mittelman Wealth Management now holds 0.05% of the outstanding iShares Intermediate Credit Bond ETF(IGIB) stock.

The initial trade took place in 2024Q1. And since then Mittelman Wealth Management has made 3 purchases of IGIB, at an average price of $51.43, for a total of 198,221.00 shares. In addition, there have been 1 sales at an average price of $52.35 for 63,626.00 shares. Based on historical transaction data and IGIB's current price of $52.98, Mittelman Wealth Management's estimated gain on his IGIB holdings is $267,878.21, reflecting a 2.63% gain to date.

Mittelman Wealth Management IGIB ($52.98) Holding Chart

Mittelman Wealth Management IGIB ($52.98) 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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