Number of Shares
158,211.00
Current Holdings Value*
$8.02 Mil
% of Portfolio
2.61%
Total Estimate Gain
$-50,852.60
% of Total Estimate Gain
-0.32%

Snider Financial Group's iShares Ultra Short Duration Bond Active ETF Holding Summary

As of 2025-03-31, Snider Financial Group held 158,211.00 shares of iShares Ultra Short Duration Bond Active ETF(ICSH), totaling $8.02 Mil. This investment constitutes 2.61% of their stock portfolio, and Snider Financial Group now holds 0.14% of the outstanding iShares Ultra Short Duration Bond Active ETF(ICSH) stock.

The initial trade took place in 2021Q2. And since then Snider Financial Group has made 4 purchases of ICSH, at an average price of $50.47, for a total of 318,850.00 shares. In addition, there have been 11 sales at an average price of $49.98 for 160,639.00 shares. Based on historical transaction data and ICSH's current price of $50.65, Snider Financial Group's estimated gain on his ICSH holdings is $-50,852.60, reflecting a -0.32% gain to date.

Snider Financial Group ICSH ($50.65) Holding Chart

Snider Financial Group ICSH ($50.65) 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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