5T Wealth, LLC IUSB Holdings History
Number of Shares
353,914.00
Current Holdings Value*
$16.31 Mil
% of Portfolio
8.74%
Total Estimate Gain
$-39,000.91
% of Total Estimate Gain
-0.24%
5T Wealth, LLC's iShares Core Total USD Bond Market ETF Holding Summary
As of 2025-03-31, 5T Wealth, LLC held 353,914.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $16.31 Mil. This investment constitutes 8.74% of their stock portfolio, and 5T Wealth, LLC now holds 0.05% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $45.57 for 227.00 shares. Based on historical transaction data and IUSB's current price of $45.77, 5T Wealth, LLC's estimated gain on his IUSB holdings is $-39,000.91, reflecting a -0.24% gain to date.
5T Wealth, LLC IUSB ($45.77) Holding Chart
5T Wealth, LLC IUSB ($45.77) 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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