Hoxton Planning & Management, LLC IUSB Holdings History
Hoxton Planning & Management, LLC's iShares Core Total USD Bond Market ETF Holding Summary
As of 2025-03-31, Hoxton Planning & Management, LLC held 335,931.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $15.48 Mil. This investment constitutes 5.9% of their stock portfolio, and Hoxton Planning & Management, LLC now holds 0.05% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.
The initial trade took place in 2022Q4. And since then Hoxton Planning & Management, LLC has made 4 purchases of IUSB, at an average price of $44.80, for a total of 413,438.00 shares. In addition, there have been 4 sales at an average price of $45.46 for 77,507.00 shares. Based on historical transaction data and IUSB's current price of $46.08, Hoxton Planning & Management, LLC's estimated gain on his IUSB holdings is $479,629.33, reflecting a 2.59% gain to date.
Hoxton Planning & Management, LLC IUSB ($46.08) Holding Chart
Hoxton Planning & Management, LLC IUSB ($46.08) 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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