Number of Shares
37,071.00
Current Holdings Value*
$1.94 Mil
% of Portfolio
0.69%
Total Estimate Gain
$44,095.52
% of Total Estimate Gain
2.26%

SWEENEY & MICHEL, LLC's iShares 1-3 Year Credit Bond ETF Holding Summary

As of 2025-06-30, SWEENEY & MICHEL, LLC held 37,071.00 shares of iShares 1-3 Year Credit Bond ETF(IGSB), totaling $1.94 Mil. This investment constitutes 0.69% of their stock portfolio, and SWEENEY & MICHEL, LLC now holds 0.01% of the outstanding iShares 1-3 Year Credit Bond ETF(IGSB) stock.

The initial trade took place in 2024Q1. And since then SWEENEY & MICHEL, LLC has made 4 purchases of IGSB, at an average price of $51.41, for a total of 37,977.00 shares. In addition, there have been 1 sales at an average price of $52.25 for 906.00 shares. Based on historical transaction data and IGSB's current price of $52.58, SWEENEY & MICHEL, LLC's estimated gain on his IGSB holdings is $44,095.52, reflecting a 2.26% gain to date.

SWEENEY & MICHEL, LLC IGSB ($52.58) Holding Chart

SWEENEY & MICHEL, LLC IGSB ($52.58) 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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