Number of Shares
67,077.00
Current Holdings Value*
$3.09 Mil
% of Portfolio
2.31%
Total Estimate Gain
$-740,044.60
% of Total Estimate Gain
-6.94%

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

As of 2025-03-31, Clearview Wealth Advisors LLC held 67,077.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $3.09 Mil. This investment constitutes 2.31% of their stock portfolio, and Clearview Wealth Advisors LLC now holds 0.01% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.

The initial trade took place in 2021Q2. And since then Clearview Wealth Advisors LLC has made 8 purchases of IUSB, at an average price of $49.12, for a total of 217,170.00 shares. In addition, there have been 8 sales at an average price of $45.54 for 150,093.00 shares. Based on historical transaction data and IUSB's current price of $46.10, Clearview Wealth Advisors LLC's estimated gain on his IUSB holdings is $-740,044.60, reflecting a -6.94% gain to date.

Clearview Wealth Advisors LLC IUSB ($46.10) Holding Chart

Clearview Wealth Advisors LLC IUSB ($46.10) 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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