Mittelman Wealth Management IGSB Holdings History
Mittelman Wealth Management's iShares 1-3 Year Credit Bond ETF Holding Summary
As of 2025-03-31, Mittelman Wealth Management held 42,850.00 shares of iShares 1-3 Year Credit Bond ETF(IGSB), totaling $2.24 Mil. This investment constitutes 2.02% of their stock portfolio, and Mittelman Wealth Management now holds 0.01% of the outstanding iShares 1-3 Year Credit Bond ETF(IGSB) stock.
The initial trade took place in 2024Q1. And since then Mittelman Wealth Management has made 3 purchases of IGSB, at an average price of $51.75, for a total of 65,698.00 shares. In addition, there have been 1 sales at an average price of $51.97 for 22,848.00 shares. Based on historical transaction data and IGSB's current price of $52.48, Mittelman Wealth Management's estimated gain on his IGSB holdings is $36,349.08, reflecting a 1.07% gain to date.
Mittelman Wealth Management IGSB ($52.48) Holding Chart
Mittelman Wealth Management IGSB ($52.48) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
