Hoese & Co LLP IUSB Holdings History

Number of Shares
148,261.00
Current Holdings Value*
$6.83 Mil
% of Portfolio
5.92%
Total Estimate Gain
$146,525.14
% of Total Estimate Gain
2.05%

Hoese & Co LLP's iShares Core Total USD Bond Market ETF Holding Summary

As of 2025-03-31, Hoese & Co LLP held 148,261.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $6.83 Mil. This investment constitutes 5.92% of their stock portfolio, and Hoese & Co LLP now holds 0.02% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.

The initial trade took place in 2023Q1. And since then Hoese & Co LLP has made 5 purchases of IUSB, at an average price of $44.99, for a total of 158,977.00 shares. In addition, there have been 3 sales at an average price of $46.00 for 10,716.00 shares. Based on historical transaction data and IUSB's current price of $45.90, Hoese & Co LLP's estimated gain on his IUSB holdings is $146,525.14, reflecting a 2.05% gain to date.

Hoese & Co LLP IUSB ($45.90) Holding Chart

Hoese & Co LLP 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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