Values First Advisors, Inc. ISTB Holdings History
Values First Advisors, Inc.'s iShares Core 1-5 Year USD Bond ETF Holding Summary
As of 2025-03-31, Values First Advisors, Inc. held 129,402.00 shares of iShares Core 1-5 Year USD Bond ETF(ISTB), totaling $6.26 Mil. This investment constitutes 3.65% of their stock portfolio, and Values First Advisors, Inc. now holds 0.14% of the outstanding iShares Core 1-5 Year USD Bond ETF(ISTB) stock.
The initial trade took place in 2024Q3. And since then Values First Advisors, Inc. has made 2 purchases of ISTB, at an average price of $48.13, for a total of 156,478.00 shares. In addition, there have been 1 sales at an average price of $47.99 for 27,076.00 shares. Based on historical transaction data and ISTB's current price of $48.31, Values First Advisors, Inc.'s estimated gain on his ISTB holdings is $19,517.08, reflecting a 0.26% gain to date.
Values First Advisors, Inc. ISTB ($48.31) Holding Chart
Values First Advisors, Inc. ISTB ($48.31) 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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