Bennett Associates Wealth Management IUSB Holdings History
Bennett Associates Wealth Management's iShares Core Total USD Bond Market ETF Holding Summary
As of 2025-03-31, Bennett Associates Wealth Management held 110,754.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $5.10 Mil. This investment constitutes 4.21% of their stock portfolio, and Bennett Associates Wealth Management now holds 0.02% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.
The initial trade took place in 2023Q4. And since then Bennett Associates Wealth Management has made 5 purchases of IUSB, at an average price of $44.78, for a total of 110,754.00 shares. Based on historical transaction data and IUSB's current price of $45.77, Bennett Associates Wealth Management's estimated gain on his IUSB holdings is $109,986.19, reflecting a 2.22% gain to date.
Bennett Associates Wealth Management IUSB ($45.77) Holding Chart
Bennett Associates Wealth Management 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
