Claro Advisors LLC IUSB Holdings History

Number of Shares
298,227.00
Current Holdings Value*
$13.74 Mil
% of Portfolio
1.84%
Total Estimate Gain
$77,358.99
% of Total Estimate Gain
0.47%

Claro Advisors LLC's iShares Core Total USD Bond Market ETF Holding Summary

As of 2025-03-31, Claro Advisors LLC held 298,227.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $13.74 Mil. This investment constitutes 1.84% of their stock portfolio, and Claro Advisors LLC now holds 0.04% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.

The initial trade took place in 2023Q1. And since then Claro Advisors LLC has made 6 purchases of IUSB, at an average price of $45.63, for a total of 357,806.00 shares. In addition, there have been 2 sales at an average price of $45.84 for 59,579.00 shares. Based on historical transaction data and IUSB's current price of $45.85, Claro Advisors LLC's estimated gain on his IUSB holdings is $77,358.99, reflecting a 0.47% gain to date.

Claro Advisors LLC IUSB ($45.85) Holding Chart

Claro Advisors LLC IUSB ($45.85) 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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