Number of Shares
501,882.00
Current Holdings Value*
$23.13 Mil
% of Portfolio
2.06%
Total Estimate Gain
$-81.99 Mil
% of Total Estimate Gain
-5.73%

CFS Investment Advisory Services, LLC's iShares Core Total USD Bond Market ETF Holding Summary

As of 2025-03-31, CFS Investment Advisory Services, LLC held 501,882.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $23.13 Mil. This investment constitutes 2.06% of their stock portfolio, and CFS Investment Advisory Services, LLC now holds 0.07% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.

The initial trade took place in 2021Q3. And since then CFS Investment Advisory Services, LLC has made 7 purchases of IUSB, at an average price of $48.72, for a total of 29.35 Mil shares. In addition, there have been 8 sales at an average price of $45.93 for 28.85 Mil shares. Based on historical transaction data and IUSB's current price of $45.72, CFS Investment Advisory Services, LLC's estimated gain on his IUSB holdings is $-81.99 Mil, reflecting a -5.73% gain to date.

CFS Investment Advisory Services, LLC IUSB ($45.72) Holding Chart

CFS Investment Advisory Services, 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 %

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