Forum Private Client Group LLC IUSB Holdings History
Forum Private Client Group LLC's iShares Core Total USD Bond Market ETF Holding Summary
As of 2025-03-31, Forum Private Client Group LLC held 301,504.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $13.89 Mil. This investment constitutes 6.03% of their stock portfolio, and Forum Private Client Group LLC now holds 0.04% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.
The initial trade took place in 2022Q2. And since then Forum Private Client Group LLC has made 11 purchases of IUSB, at an average price of $45.53, for a total of 513,736.00 shares. In addition, there have been 1 sales at an average price of $44.70 for 212,232.00 shares. Based on historical transaction data and IUSB's current price of $45.75, Forum Private Client Group LLC's estimated gain on his IUSB holdings is $-111,169.61, reflecting a -0.48% gain to date.
Forum Private Client Group LLC IUSB ($45.75) Holding Chart
Forum Private Client Group LLC IUSB ($45.75) 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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