Bay Harbor Wealth Management, LLC IUSB Holdings History
Bay Harbor Wealth Management, LLC's iShares Core Total USD Bond Market ETF Holding Summary
As of 2025-03-31, Bay Harbor Wealth Management, LLC held 553,439.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $25.50 Mil. This investment constitutes 8.07% of their stock portfolio, and Bay Harbor Wealth Management, LLC now holds 0.08% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.
The initial trade took place in 2021Q1. And since then Bay Harbor Wealth Management, LLC has made 11 purchases of IUSB, at an average price of $48.56, for a total of 685,870.00 shares. In addition, there have been 6 sales at an average price of $45.41 for 132,431.00 shares. Based on historical transaction data and IUSB's current price of $45.72, Bay Harbor Wealth Management, LLC's estimated gain on his IUSB holdings is $-1.99 Mil, reflecting a -5.96% gain to date.
Bay Harbor Wealth Management, LLC IUSB ($45.72) Holding Chart
Bay Harbor Wealth Management, LLC IUSB ($45.72) 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
