WALLER FINANCIAL PLANNING GROUP, INC IGEB Holdings History
WALLER FINANCIAL PLANNING GROUP, INC's iShares Investment Grade Systematic Bond ETF Holding Summary
As of 2025-06-30, WALLER FINANCIAL PLANNING GROUP, INC held 495,159.00 shares of iShares Investment Grade Systematic Bond ETF(IGEB), totaling $22.50 Mil. This investment constitutes 5.44% of their stock portfolio, and WALLER FINANCIAL PLANNING GROUP, INC now holds 1.78% of the outstanding iShares Investment Grade Systematic Bond ETF(IGEB) stock.
The initial trade took place in 2023Q1. And since then WALLER FINANCIAL PLANNING GROUP, INC has made 8 purchases of IGEB, at an average price of $44.08, for a total of 510,965.00 shares. In addition, there have been 2 sales at an average price of $44.56 for 15,806.00 shares. Based on historical transaction data and IGEB's current price of $45.04, WALLER FINANCIAL PLANNING GROUP, INC's estimated gain on his IGEB holdings is $482,412.67, reflecting a 2.14% gain to date.
WALLER FINANCIAL PLANNING GROUP, INC IGEB ($45.04) Holding Chart
WALLER FINANCIAL PLANNING GROUP, INC IGEB ($45.04) 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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