Number of Shares
100,028.00
Current Holdings Value*
$5.21 Mil
% of Portfolio
1.03%
Total Estimate Gain
$274,619.28
% of Total Estimate Gain
3.45%

SevenBridge Financial Group, LLC's iShares 1-3 Year Credit Bond ETF Holding Summary

As of 2025-03-31, SevenBridge Financial Group, LLC held 100,028.00 shares of iShares 1-3 Year Credit Bond ETF(IGSB), totaling $5.21 Mil. This investment constitutes 1.03% of their stock portfolio, and SevenBridge Financial Group, LLC now holds 0.03% of the outstanding iShares 1-3 Year Credit Bond ETF(IGSB) stock.

The initial trade took place in 2018Q2. And since then SevenBridge Financial Group, LLC has made 9 purchases of IGSB, at an average price of $50.39, for a total of 157,937.00 shares. In addition, there have been 4 sales at an average price of $51.67 for 57,909.00 shares. Based on historical transaction data and IGSB's current price of $52.40, SevenBridge Financial Group, LLC's estimated gain on his IGSB holdings is $274,619.28, reflecting a 3.45% gain to date.

SevenBridge Financial Group, LLC IGSB ($52.40) Holding Chart

SevenBridge Financial Group, LLC IGSB ($52.40) 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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