9258 Wealth Management, LLC IUSB Holdings History
9258 Wealth Management, LLC's iShares Core Total USD Bond Market ETF Holding Summary
As of 2024-09-30, 9258 Wealth Management, LLC held 271,685.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $12.80 Mil. This investment constitutes 1.9% of their stock portfolio, and 9258 Wealth Management, LLC now holds 0.04% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.
The initial trade took place in 2021Q1. And since then 9258 Wealth Management, LLC has made 12 purchases of IUSB, at an average price of $46.33, for a total of 318,420.00 shares. In addition, there have been 3 sales at an average price of $45.45 for 46,735.00 shares. Based on historical transaction data and IUSB's current price of $45.77, 9258 Wealth Management, LLC's estimated gain on his IUSB holdings is $-193,570.58, reflecting a -1.31% gain to date.
9258 Wealth Management, LLC IUSB ($45.77) Holding Chart
9258 Wealth Management, 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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