Prosperity Planning, Inc. IGSB Holdings History
Prosperity Planning, Inc.'s iShares 1-3 Year Credit Bond ETF Holding Summary
As of 2025-06-30, Prosperity Planning, Inc. held 239,318.00 shares of iShares 1-3 Year Credit Bond ETF(IGSB), totaling $12.63 Mil. This investment constitutes 3.64% of their stock portfolio, and Prosperity Planning, Inc. now holds 0.06% of the outstanding iShares 1-3 Year Credit Bond ETF(IGSB) stock.
The initial trade took place in 2020Q4. And since then Prosperity Planning, Inc. has made 15 purchases of IGSB, at an average price of $52.72, for a total of 239,318.00 shares. Based on historical transaction data and IGSB's current price of $52.64, Prosperity Planning, Inc.'s estimated gain on his IGSB holdings is $-18,361.77, reflecting a -0.15% gain to date.
Prosperity Planning, Inc. IGSB ($52.64) Holding Chart
Prosperity Planning, Inc. IGSB ($52.64) 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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