THEORY FINANCIAL LLC IGIB Holdings History

Number of Shares
143,212.00
Current Holdings Value*
$7.52 Mil
% of Portfolio
3.17%
Total Estimate Gain
$244,345.84
% of Total Estimate Gain
2.87%

THEORY FINANCIAL LLC's iShares Intermediate Credit Bond ETF Holding Summary

As of 2025-03-31, THEORY FINANCIAL LLC held 143,212.00 shares of iShares Intermediate Credit Bond ETF(IGIB), totaling $7.52 Mil. This investment constitutes 3.17% of their stock portfolio, and THEORY FINANCIAL LLC now holds 0.05% of the outstanding iShares Intermediate Credit Bond ETF(IGIB) stock.

The initial trade took place in 2022Q2. And since then THEORY FINANCIAL LLC has made 7 purchases of IGIB, at an average price of $50.96, for a total of 167,177.00 shares. In addition, there have been 4 sales at an average price of $50.89 for 23,965.00 shares. Based on historical transaction data and IGIB's current price of $52.68, THEORY FINANCIAL LLC's estimated gain on his IGIB holdings is $244,345.84, reflecting a 2.87% gain to date.

THEORY FINANCIAL LLC IGIB ($52.68) Holding Chart

THEORY FINANCIAL LLC IGIB ($52.68) 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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