Atria Wealth Solutions, Inc. IUSB Holdings History
Atria Wealth Solutions, Inc.'s iShares Core Total USD Bond Market ETF Holding Summary
As of 2025-03-31, Atria Wealth Solutions, Inc. held 2.09 Mil shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $96.28 Mil. This investment constitutes 1.16% of their stock portfolio, and Atria Wealth Solutions, Inc. now holds 0.29% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.
The initial trade took place in 2022Q1. And since then Atria Wealth Solutions, Inc. has made 8 purchases of IUSB, at an average price of $47.50, for a total of 2.51 Mil shares. In addition, there have been 4 sales at an average price of $45.17 for 422,604.00 shares. Based on historical transaction data and IUSB's current price of $45.95, Atria Wealth Solutions, Inc.'s estimated gain on his IUSB holdings is $-4.24 Mil, reflecting a -3.55% gain to date.
Atria Wealth Solutions, Inc. IUSB ($45.95) Holding Chart
Atria Wealth Solutions, Inc. IUSB ($45.95) 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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