Envestnet Portfolio Solutions, Inc. IUSB Holdings History
Envestnet Portfolio Solutions, Inc.'s iShares Core Total USD Bond Market ETF Holding Summary
As of 2025-03-31, Envestnet Portfolio Solutions, Inc. held 16.17 Mil shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $745.21 Mil. This investment constitutes 2.85% of their stock portfolio, and Envestnet Portfolio Solutions, Inc. now holds 2.25% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.
The initial trade took place in 2023Q3. And since then Envestnet Portfolio Solutions, Inc. has made 3 purchases of IUSB, at an average price of $45.17, for a total of 24.18 Mil shares. In addition, there have been 3 sales at an average price of $45.59 for 8.00 Mil shares. Based on historical transaction data and IUSB's current price of $45.73, Envestnet Portfolio Solutions, Inc.'s estimated gain on his IUSB holdings is $12.47 Mil, reflecting a 1.14% gain to date.
Envestnet Portfolio Solutions, Inc. IUSB ($45.73) Holding Chart
Envestnet Portfolio Solutions, Inc. IUSB ($45.73) 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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