Number of Shares
113,938.00
Current Holdings Value*
$2.86 Mil
% of Portfolio
3.19%
Total Estimate Gain
$33,047.90
% of Total Estimate Gain
1.17%

Clarity Wealth Development LLC's iShares ESG 1-5 Year USD Corporate Bond ETF Holding Summary

As of 2025-03-31, Clarity Wealth Development LLC held 113,938.00 shares of iShares ESG 1-5 Year USD Corporate Bond ETF(SUSB), totaling $2.86 Mil. This investment constitutes 3.19% of their stock portfolio, and Clarity Wealth Development LLC now holds 0.29% of the outstanding iShares ESG 1-5 Year USD Corporate Bond ETF(SUSB) stock.

The initial trade took place in 2024Q4. And since then Clarity Wealth Development LLC has made 1 purchases of SUSB, at an average price of $24.84, for a total of 113,938.00 shares. Based on historical transaction data and SUSB's current price of $25.13, Clarity Wealth Development LLC's estimated gain on his SUSB holdings is $33,047.90, reflecting a 1.17% gain to date.

Clarity Wealth Development LLC SUSB ($25.13) Holding Chart

Clarity Wealth Development LLC SUSB ($25.13) 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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