CLIENT 1ST ADVISORY GROUP, LLC IUSB Holdings History
CLIENT 1ST ADVISORY GROUP, LLC's iShares Core Total USD Bond Market ETF Holding Summary
As of 2025-03-31, CLIENT 1ST ADVISORY GROUP, LLC held 166,869.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $7.69 Mil. This investment constitutes 2.99% of their stock portfolio, and CLIENT 1ST ADVISORY GROUP, LLC now holds 0.02% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.
The initial trade took place in 2021Q2. And since then CLIENT 1ST ADVISORY GROUP, LLC has made 9 purchases of IUSB, at an average price of $50.44, for a total of 253,408.00 shares. In addition, there have been 7 sales at an average price of $44.75 for 86,539.00 shares. Based on historical transaction data and IUSB's current price of $45.76, CLIENT 1ST ADVISORY GROUP, LLC's estimated gain on his IUSB holdings is $-1.27 Mil, reflecting a -9.97% gain to date.
CLIENT 1ST ADVISORY GROUP, LLC IUSB ($45.76) Holding Chart
CLIENT 1ST ADVISORY GROUP, LLC IUSB ($45.76) 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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