RFG - Bristol Wealth Advisors, LLC IGSB Holdings History
RFG - Bristol Wealth Advisors, LLC's iShares 1-3 Year Credit Bond ETF Holding Summary
As of 2025-03-31, RFG - Bristol Wealth Advisors, LLC held 108,551.00 shares of iShares 1-3 Year Credit Bond ETF(IGSB), totaling $5.68 Mil. This investment constitutes 1.9% of their stock portfolio, and RFG - Bristol Wealth Advisors, LLC now holds 0.03% of the outstanding iShares 1-3 Year Credit Bond ETF(IGSB) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $51.99 for 41,389.00 shares. Based on historical transaction data and IGSB's current price of $52.68, RFG - Bristol Wealth Advisors, LLC's estimated gain on his IGSB holdings is $77,898.99, reflecting a 1.00% gain to date.
RFG - Bristol Wealth Advisors, LLC IGSB ($52.68) Holding Chart
RFG - Bristol Wealth Advisors, 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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