PDS Planning, Inc IGSB Holdings History

Number of Shares
676,708.00
Current Holdings Value*
$35.44 Mil
% of Portfolio
2.99%
Total Estimate Gain
$286,698.72
% of Total Estimate Gain
0.80%

PDS Planning, Inc's iShares 1-3 Year Credit Bond ETF Holding Summary

As of 2025-03-31, PDS Planning, Inc held 676,708.00 shares of iShares 1-3 Year Credit Bond ETF(IGSB), totaling $35.44 Mil. This investment constitutes 2.99% of their stock portfolio, and PDS Planning, Inc now holds 0.17% of the outstanding iShares 1-3 Year Credit Bond ETF(IGSB) stock.

The initial trade took place in 2018Q2. And since then PDS Planning, Inc has made 25 purchases of IGSB, at an average price of $51.98, for a total of 686,020.00 shares. In addition, there have been 3 sales at an average price of $52.92 for 9,312.00 shares. Based on historical transaction data and IGSB's current price of $52.39, PDS Planning, Inc's estimated gain on his IGSB holdings is $286,698.72, reflecting a 0.80% gain to date.

PDS Planning, Inc IGSB ($52.39) Holding Chart

PDS Planning, Inc IGSB ($52.39) 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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