Pines Wealth Management, LLC IGSB Holdings History
Number of Shares
82,107.00
Current Holdings Value*
$4.31 Mil
% of Portfolio
1.52%
Total Estimate Gain
$36,801.38
% of Total Estimate Gain
0.77%
Pines Wealth Management, LLC's iShares 1-3 Year Credit Bond ETF Holding Summary
As of 2025-06-30, Pines Wealth Management, LLC held 82,107.00 shares of iShares 1-3 Year Credit Bond ETF(IGSB), totaling $4.31 Mil. This investment constitutes 1.52% of their stock portfolio, and Pines Wealth Management, LLC now holds 0.02% of the outstanding iShares 1-3 Year Credit Bond ETF(IGSB) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $52.19 for 10,405.00 shares. Based on historical transaction data and IGSB's current price of $52.39, Pines Wealth Management, LLC's estimated gain on his IGSB holdings is $36,801.38, reflecting a 0.77% gain to date.
Pines Wealth Management, LLC IGSB ($52.39) Holding Chart
Pines Wealth Management, LLC 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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