Prosperity Planning, Inc. ISTB Holdings History
Prosperity Planning, Inc.'s iShares Core 1-5 Year USD Bond ETF Holding Summary
As of 2025-06-30, Prosperity Planning, Inc. held 855,558.00 shares of iShares Core 1-5 Year USD Bond ETF(ISTB), totaling $41.62 Mil. This investment constitutes 12.01% of their stock portfolio, and Prosperity Planning, Inc. now holds 0.93% of the outstanding iShares Core 1-5 Year USD Bond ETF(ISTB) stock.
The initial trade took place in 2020Q4. And since then Prosperity Planning, Inc. has made 14 purchases of ISTB, at an average price of $49.68, for a total of 860,378.00 shares. In addition, there have been 1 sales at an average price of $46.69 for 4,820.00 shares. Based on historical transaction data and ISTB's current price of $48.55, Prosperity Planning, Inc.'s estimated gain on his ISTB holdings is $-982,192.18, reflecting a -2.30% gain to date.
Prosperity Planning, Inc. ISTB ($48.55) Holding Chart
Prosperity Planning, Inc. ISTB ($48.55) 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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