Apex Wealth Management, LLC IUSB Holdings History
Apex Wealth Management, LLC's iShares Core Total USD Bond Market ETF Holding Summary
As of 2025-03-31, Apex Wealth Management, LLC held 9,626.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $443,560.00. This investment constitutes 0.4% of their stock portfolio, and Apex Wealth Management, LLC now holds 0% 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 70,920.00 shares. Based on historical transaction data and IUSB's current price of $45.77, Apex Wealth Management, LLC's estimated gain on his IUSB holdings is $-23,044.06, reflecting a -0.62% gain to date.
Apex Wealth Management, LLC IUSB ($45.77) Holding Chart
Apex 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
