Number of Shares
164,412.00
Current Holdings Value*
$7.58 Mil
% of Portfolio
4.53%
Total Estimate Gain
$-135,183.28
% of Total Estimate Gain
-0.91%

Copperleaf Capital, LLC's iShares Core Total USD Bond Market ETF Holding Summary

As of 2025-03-31, Copperleaf Capital, LLC held 164,412.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $7.58 Mil. This investment constitutes 4.53% of their stock portfolio, and Copperleaf Capital, LLC now holds 0.02% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.

The initial trade took place in 2022Q3. And since then Copperleaf Capital, LLC has made 8 purchases of IUSB, at an average price of $45.68, for a total of 324,311.00 shares. In addition, there have been 3 sales at an average price of $44.75 for 159,899.00 shares. Based on historical transaction data and IUSB's current price of $45.77, Copperleaf Capital, LLC's estimated gain on his IUSB holdings is $-135,183.28, reflecting a -0.91% gain to date.

Copperleaf Capital, LLC IUSB ($45.77) Holding Chart

Copperleaf Capital, LLC IUSB ($45.77) 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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