Number of Shares
873,600.00
Current Holdings Value*
$40.26 Mil
% of Portfolio
7.22%
Total Estimate Gain
$-2.72 Mil
% of Total Estimate Gain
-5.05%

Horst & Graben Wealth Management LLC's iShares Core Total USD Bond Market ETF Holding Summary

As of 2025-03-31, Horst & Graben Wealth Management LLC held 873,600.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $40.26 Mil. This investment constitutes 7.22% of their stock portfolio, and Horst & Graben Wealth Management LLC now holds 0.12% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.

The initial trade took place in 2021Q2. And since then Horst & Graben Wealth Management LLC has made 11 purchases of IUSB, at an average price of $48.18, for a total of 1.12 Mil shares. In addition, there have been 5 sales at an average price of $45.64 for 243,707.00 shares. Based on historical transaction data and IUSB's current price of $45.77, Horst & Graben Wealth Management LLC's estimated gain on his IUSB holdings is $-2.72 Mil, reflecting a -5.05% gain to date.

Horst & Graben Wealth Management LLC IUSB ($45.77) Holding Chart

Horst & Graben Wealth Management LLC IUSB ($45.77) 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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