Number of Shares
148,349.00
Current Holdings Value*
$6.84 Mil
% of Portfolio
1.54%
Total Estimate Gain
$85,604.29
% of Total Estimate Gain
1.28%

Gateway Wealth Partners, LLC's iShares Core Total USD Bond Market ETF Holding Summary

As of 2025-03-31, Gateway Wealth Partners, LLC held 148,349.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $6.84 Mil. This investment constitutes 1.54% of their stock portfolio, and Gateway Wealth Partners, LLC now holds 0.02% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.

The initial trade took place in 2022Q4. And since then Gateway Wealth Partners, LLC has made 9 purchases of IUSB, at an average price of $45.14, for a total of 148,349.00 shares. Based on historical transaction data and IUSB's current price of $45.72, Gateway Wealth Partners, LLC's estimated gain on his IUSB holdings is $85,604.29, reflecting a 1.28% gain to date.

Gateway Wealth Partners, LLC IUSB ($45.72) Holding Chart

Gateway Wealth Partners, LLC IUSB ($45.72) 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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