Number of Shares
641,761.00
Current Holdings Value*
$33.61 Mil
% of Portfolio
2.74%
Total Estimate Gain
$2.64 Mil
% of Total Estimate Gain
4.46%

NewSquare Capital LLC's iShares 1-3 Year Credit Bond ETF Holding Summary

As of 2025-03-31, NewSquare Capital LLC held 641,761.00 shares of iShares 1-3 Year Credit Bond ETF(IGSB), totaling $33.61 Mil. This investment constitutes 2.74% of their stock portfolio, and NewSquare Capital LLC now holds 0.16% of the outstanding iShares 1-3 Year Credit Bond ETF(IGSB) stock.

The initial trade took place in 2016Q2. And since then NewSquare Capital LLC has made 23 purchases of IGSB, at an average price of $49.29, for a total of 1.20 Mil shares. In addition, there have been 13 sales at an average price of $50.20 for 557,453.00 shares. Based on historical transaction data and IGSB's current price of $52.62, NewSquare Capital LLC's estimated gain on his IGSB holdings is $2.64 Mil, reflecting a 4.46% gain to date.

NewSquare Capital LLC IGSB ($52.62) Holding Chart

NewSquare Capital LLC IGSB ($52.62) 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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