CreativeOne Wealth, LLC IUSB Holdings History
CreativeOne Wealth, LLC's iShares Core Total USD Bond Market ETF Holding Summary
As of 2025-03-31, CreativeOne Wealth, LLC held 1.05 Mil shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $48.43 Mil. This investment constitutes 1.45% of their stock portfolio, and CreativeOne Wealth, LLC now holds 0.15% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.
The initial trade took place in 2021Q1. And since then CreativeOne Wealth, LLC has made 11 purchases of IUSB, at an average price of $47.84, for a total of 5.15 Mil shares. In addition, there have been 6 sales at an average price of $45.10 for 4.10 Mil shares. Based on historical transaction data and IUSB's current price of $45.90, CreativeOne Wealth, LLC's estimated gain on his IUSB holdings is $-13.31 Mil, reflecting a -5.40% gain to date.
CreativeOne Wealth, LLC IUSB ($45.90) Holding Chart
CreativeOne Wealth, LLC IUSB ($45.90) 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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