Number of Shares
124,363.00
Current Holdings Value*
$6.63 Mil
% of Portfolio
0.38%
Total Estimate Gain
$178,574.94
% of Total Estimate Gain
2.79%

Smith Salley Wealth Management's iShares Intermediate Credit Bond ETF Holding Summary

As of 2025-06-30, Smith Salley Wealth Management held 124,363.00 shares of iShares Intermediate Credit Bond ETF(IGIB), totaling $6.63 Mil. This investment constitutes 0.38% of their stock portfolio, and Smith Salley Wealth Management now holds 0.04% of the outstanding iShares Intermediate Credit Bond ETF(IGIB) stock.

The initial trade took place in 2024Q2. And since then Smith Salley Wealth Management has made 5 purchases of IGIB, at an average price of $51.44, for a total of 124,363.00 shares. Based on historical transaction data and IGIB's current price of $52.88, Smith Salley Wealth Management's estimated gain on his IGIB holdings is $178,574.94, reflecting a 2.79% gain to date.

Smith Salley Wealth Management IGIB ($52.88) Holding Chart

Smith Salley Wealth Management IGIB ($52.88) 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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