ELEVATION WEALTH PARTNERS, LLC IUSB Holdings History
ELEVATION WEALTH PARTNERS, LLC's iShares Core Total USD Bond Market ETF Holding Summary
As of 2025-06-30, ELEVATION WEALTH PARTNERS, LLC held 601,013.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $27.78 Mil. This investment constitutes 10.97% of their stock portfolio, and ELEVATION WEALTH PARTNERS, LLC now holds 0.08% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.
The initial trade took place in 2023Q1. And since then ELEVATION WEALTH PARTNERS, LLC has made 9 purchases of IUSB, at an average price of $45.47, for a total of 601,013.00 shares. Based on historical transaction data and IUSB's current price of $45.90, ELEVATION WEALTH PARTNERS, LLC's estimated gain on his IUSB holdings is $259,543.64, reflecting a 0.95% gain to date.
ELEVATION WEALTH PARTNERS, LLC IUSB ($45.90) Holding Chart
ELEVATION WEALTH PARTNERS, 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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