Number of Shares
77,125.00
Current Holdings Value*
$3.55 Mil
% of Portfolio
2.7%
Total Estimate Gain
$-347,259.99
% of Total Estimate Gain
-4.18%

ALTERNA WEALTH MANAGEMENT, INC's iShares Core Total USD Bond Market ETF Holding Summary

As of 2025-03-31, ALTERNA WEALTH MANAGEMENT, INC held 77,125.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $3.55 Mil. This investment constitutes 2.7% of their stock portfolio, and ALTERNA WEALTH MANAGEMENT, INC now holds 0.01% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.

The initial trade took place in 2021Q4. And since then ALTERNA WEALTH MANAGEMENT, INC has made 8 purchases of IUSB, at an average price of $48.12, for a total of 172,578.00 shares. In addition, there have been 6 sales at an average price of $46.13 for 95,453.00 shares. Based on historical transaction data and IUSB's current price of $46.08, ALTERNA WEALTH MANAGEMENT, INC's estimated gain on his IUSB holdings is $-347,259.99, reflecting a -4.18% gain to date.

ALTERNA WEALTH MANAGEMENT, INC IUSB ($46.08) Holding Chart

ALTERNA WEALTH MANAGEMENT, INC IUSB ($46.08) 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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