Omega Financial Group, LLC ISTB Holdings History
Omega Financial Group, LLC's iShares Core 1-5 Year USD Bond ETF Holding Summary
As of 2025-03-31, Omega Financial Group, LLC held 270,019.00 shares of iShares Core 1-5 Year USD Bond ETF(ISTB), totaling $13.06 Mil. This investment constitutes 5.01% of their stock portfolio, and Omega Financial Group, LLC now holds 0.29% of the outstanding iShares Core 1-5 Year USD Bond ETF(ISTB) stock.
The initial trade took place in 2020Q3. And since then Omega Financial Group, LLC has made 15 purchases of ISTB, at an average price of $50.47, for a total of 331,254.00 shares. In addition, there have been 4 sales at an average price of $47.19 for 61,235.00 shares. Based on historical transaction data and ISTB's current price of $48.37, Omega Financial Group, LLC's estimated gain on his ISTB holdings is $-766,546.03, reflecting a -4.59% gain to date.
Omega Financial Group, LLC ISTB ($48.37) Holding Chart
Omega Financial Group, LLC ISTB ($48.37) 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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