Icon Wealth Advisors, LLC IUSB Holdings History
Icon Wealth Advisors, LLC's iShares Core Total USD Bond Market ETF Holding Summary
As of 2025-03-31, Icon Wealth Advisors, LLC held 1.17 Mil shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $53.95 Mil. This investment constitutes 4.44% of their stock portfolio, and Icon Wealth Advisors, LLC now holds 0.16% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.
The initial trade took place in 2022Q3. And since then Icon Wealth Advisors, LLC has made 5 purchases of IUSB, at an average price of $45.61, for a total of 1.38 Mil shares. In addition, there have been 2 sales at an average price of $45.76 for 214,120.00 shares. Based on historical transaction data and IUSB's current price of $45.90, Icon Wealth Advisors, LLC's estimated gain on his IUSB holdings is $368,561.09, reflecting a 0.58% gain to date.
Icon Wealth Advisors, LLC IUSB ($45.90) Holding Chart
Icon Wealth Advisors, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
