Shum Financial Group, Inc. IGLB Holdings History
Shum Financial Group, Inc.'s iShares 10 Year Investment Grade Corporate Bond ETF Holding Summary
As of 2025-03-31, Shum Financial Group, Inc. held 98,524.00 shares of iShares 10 Year Investment Grade Corporate Bond ETF(IGLB), totaling $4.95 Mil. This investment constitutes 4.28% of their stock portfolio, and Shum Financial Group, Inc. now holds 0.2% of the outstanding iShares 10 Year Investment Grade Corporate Bond ETF(IGLB) stock.
The initial trade took place in 2024Q3. And since then Shum Financial Group, Inc. has made 1 purchases of IGLB, at an average price of $52.15, for a total of 99,109.00 shares. In addition, there have been 1 sales at an average price of $51.28 for 585.00 shares. Based on historical transaction data and IGLB's current price of $49.70, Shum Financial Group, Inc.'s estimated gain on his IGLB holdings is $-242,322.31, reflecting a -4.69% gain to date.
Shum Financial Group, Inc. IGLB ($49.70) Holding Chart
Shum Financial Group, Inc. IGLB ($49.70) 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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