PRESILIUM PRIVATE WEALTH, LLC IGSB Holdings History
PRESILIUM PRIVATE WEALTH, LLC's iShares 1-3 Year Credit Bond ETF Holding Summary
As of 2025-03-31, PRESILIUM PRIVATE WEALTH, LLC held 277,210.00 shares of iShares 1-3 Year Credit Bond ETF(IGSB), totaling $14.52 Mil. This investment constitutes 3.25% of their stock portfolio, and PRESILIUM PRIVATE WEALTH, LLC now holds 0.07% of the outstanding iShares 1-3 Year Credit Bond ETF(IGSB) stock.
The initial trade took place in 2022Q4. And since then PRESILIUM PRIVATE WEALTH, LLC has made 7 purchases of IGSB, at an average price of $49.72, for a total of 603,331.00 shares. In addition, there have been 2 sales at an average price of $50.79 for 326,121.00 shares. Based on historical transaction data and IGSB's current price of $52.68, PRESILIUM PRIVATE WEALTH, LLC's estimated gain on his IGSB holdings is $1.17 Mil, reflecting a 3.90% gain to date.
PRESILIUM PRIVATE WEALTH, LLC IGSB ($52.68) Holding Chart
PRESILIUM PRIVATE WEALTH, LLC IGSB ($52.68) 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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