Number of Shares
572,251.00
Current Holdings Value*
$30.05 Mil
% of Portfolio
2.55%
Total Estimate Gain
$-1.24 Mil
% of Total Estimate Gain
-3.94%

ProVise Management Group, LLC's iShares Intermediate Credit Bond ETF Holding Summary

As of 2025-03-31, ProVise Management Group, LLC held 572,251.00 shares of iShares Intermediate Credit Bond ETF(IGIB), totaling $30.05 Mil. This investment constitutes 2.55% of their stock portfolio, and ProVise Management Group, LLC now holds 0.2% of the outstanding iShares Intermediate Credit Bond ETF(IGIB) stock.

The initial trade took place in 2020Q2. And since then ProVise Management Group, LLC has made 20 purchases of IGIB, at an average price of $55.05, for a total of 572,251.00 shares. Based on historical transaction data and IGIB's current price of $52.87, ProVise Management Group, LLC's estimated gain on his IGIB holdings is $-1.24 Mil, reflecting a -3.94% gain to date.

ProVise Management Group, LLC IGIB ($52.87) Holding Chart

ProVise Management Group, LLC IGIB ($52.87) 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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