Number of Shares
185,101.00
Current Holdings Value*
$8.53 Mil
% of Portfolio
5.47%
Total Estimate Gain
$7,341.11
% of Total Estimate Gain
0.09%

Barnes Wealth Management Group, Inc's iShares Core Total USD Bond Market ETF Holding Summary

As of 2025-03-31, Barnes Wealth Management Group, Inc held 185,101.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $8.53 Mil. This investment constitutes 5.47% of their stock portfolio, and Barnes Wealth Management Group, Inc now holds 0.03% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.

The initial trade took place in 2024Q4. And since then Barnes Wealth Management Group, Inc has made 1 purchases of IUSB, at an average price of $45.87, for a total of 185,101.00 shares. Based on historical transaction data and IUSB's current price of $45.91, Barnes Wealth Management Group, Inc's estimated gain on his IUSB holdings is $7,341.11, reflecting a 0.09% gain to date.

Barnes Wealth Management Group, Inc IUSB ($45.91) Holding Chart

Barnes Wealth Management Group, Inc IUSB ($45.91) 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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