Discipline Wealth Solutions, LLC Ishares Trust Ishares 1 5 Year Transaction History

Discipline Wealth Solutions, LLC

$246 Million
Q2 2025

A detailed history of Discipline Wealth Solutions, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 274,889 shares of IGSB stock, worth $14.5 Million. This represents 5.89% of its overall portfolio holdings.

Number of Shares

274,889

Previous 252,453 8.89%

Holding current value

$14.5 Million

Previous $13.2 Million 9.7%

% of portfolio

5.89%

Previous 6.67%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	BUY	$51.68 - $52.76 $1.16 Million - $1.18 Million	22,436 Added 8.89%	274,889 $14.5 Million
Q1 2025 Apr 29, 2025	SELL	$51.52 - $52.37 $343,999 - $349,674	-6,677 Reduced 2.58%	252,453 $13.2 Million
Q4 2024 Feb 26, 2025	BUY	$51.54 - $52.55 $980,651 - $999,868	19,027 Added 7.92%	259,130 $13.4 Million
Q3 2024 Nov 19, 2024	BUY	$51.02 - $52.74 $1.18 Million - $1.22 Million	23,136 Added 10.66%	240,103 $12.6 Million
Q2 2024 Aug 07, 2024	BUY	$50.64 - $51.3 $1.19 Million - $1.2 Million	23,433 Added 12.11%	216,967 $11.1 Million
Q1 2024 May 03, 2024	SELL	$50.95 - $51.48 $2.98 Million - $3.01 Million	-58,455 Reduced 23.2%	193,534 $9.92 Million
Q4 2023 Feb 09, 2024	BUY	$49.4 - $51.28 $12.4 Million - $12.9 Million	251,989 New	251,989 $12.9 Million

Others Institutions Holding IGSB

# of Institutions

1,070

Shares Held

394M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES 1-5 YEAR

Ticker IGSB
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Discipline Wealth Solutions, LLC Ishares Trust Ishares 1 5 Year Transaction History