Number of Shares
76,276.00
Current Holdings Value*
$3.53 Mil
% of Portfolio
1.13%
Total Estimate Gain
$61,098.13
% of Total Estimate Gain
1.11%

BOS Asset Management, LLC's iShares Core Total USD Bond Market ETF Holding Summary

As of 2025-06-30, BOS Asset Management, LLC held 76,276.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $3.53 Mil. This investment constitutes 1.13% of their stock portfolio, and BOS Asset Management, LLC now holds 0.01% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.

The initial trade took place in 2023Q3. And since then BOS Asset Management, LLC has made 5 purchases of IUSB, at an average price of $45.33, for a total of 121,229.00 shares. In addition, there have been 3 sales at an average price of $45.57 for 44,953.00 shares. Based on historical transaction data and IUSB's current price of $46.00, BOS Asset Management, LLC's estimated gain on his IUSB holdings is $61,098.13, reflecting a 1.11% gain to date.

BOS Asset Management, LLC IUSB ($46.00) Holding Chart

BOS Asset Management, LLC IUSB ($46.00) 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