Concorde Asset Management, LLC IUSB Holdings History
Concorde Asset Management, LLC's iShares Core Total USD Bond Market ETF Holding Summary
As of 2025-03-31, Concorde Asset Management, LLC held 103,322.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $4.71 Mil. This investment constitutes 2.54% of their stock portfolio, and Concorde Asset Management, LLC now holds 0.01% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.
The initial trade took place in 2021Q1. And since then Concorde Asset Management, LLC has made 11 purchases of IUSB, at an average price of $49.68, for a total of 172,263.00 shares. In addition, there have been 6 sales at an average price of $48.74 for 68,941.00 shares. Based on historical transaction data and IUSB's current price of $45.98, Concorde Asset Management, LLC's estimated gain on his IUSB holdings is $-446,053.48, reflecting a -5.21% gain to date.
Concorde Asset Management, LLC IUSB ($45.98) Holding Chart
Concorde Asset Management, LLC IUSB ($45.98) 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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