GeoWealth Management, LLC IUSB Holdings History
GeoWealth Management, LLC's iShares Core Total USD Bond Market ETF Holding Summary
As of 2025-03-31, GeoWealth Management, LLC held 4.45 Mil shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $204.92 Mil. This investment constitutes 8.23% of their stock portfolio, and GeoWealth Management, LLC now holds 0.62% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.
The initial trade took place in 2020Q3. And since then GeoWealth Management, LLC has made 11 purchases of IUSB, at an average price of $45.67, for a total of 4.52 Mil shares. In addition, there have been 3 sales at an average price of $48.77 for 68,234.00 shares. Based on historical transaction data and IUSB's current price of $45.90, GeoWealth Management, LLC's estimated gain on his IUSB holdings is $1.25 Mil, reflecting a 0.60% gain to date.
GeoWealth Management, LLC IUSB ($45.90) Holding Chart
GeoWealth Management, 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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