Number of Shares
149,491.00
Current Holdings Value*
$7.85 Mil
% of Portfolio
3.47%
Total Estimate Gain
$-645,843.56
% of Total Estimate Gain
-1.16%

TPG Financial Advisors, LLC's iShares Intermediate Credit Bond ETF Holding Summary

As of 2025-03-31, TPG Financial Advisors, LLC held 149,491.00 shares of iShares Intermediate Credit Bond ETF(IGIB), totaling $7.85 Mil. This investment constitutes 3.47% of their stock portfolio, and TPG Financial Advisors, LLC now holds 0.05% of the outstanding iShares Intermediate Credit Bond ETF(IGIB) stock.

The initial trade took place in 2020Q2. And since then TPG Financial Advisors, LLC has made 13 purchases of IGIB, at an average price of $54.86, for a total of 1.01 Mil shares. In addition, there have been 6 sales at an average price of $54.45 for 863,891.00 shares. Based on historical transaction data and IGIB's current price of $52.88, TPG Financial Advisors, LLC's estimated gain on his IGIB holdings is $-645,843.56, reflecting a -1.16% gain to date.

TPG Financial Advisors, LLC IGIB ($52.88) Holding Chart

TPG Financial Advisors, LLC 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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