JACOBSON & SCHMITT ADVISORS, LLC IUSB Holdings History
JACOBSON & SCHMITT ADVISORS, LLC's iShares Core Total USD Bond Market ETF Holding Summary
As of 2025-03-31, JACOBSON & SCHMITT ADVISORS, LLC held 730,165.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $33.65 Mil. This investment constitutes 6.88% of their stock portfolio, and JACOBSON & SCHMITT ADVISORS, LLC now holds 0.1% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.
The initial trade took place in 2020Q4. And since then JACOBSON & SCHMITT ADVISORS, LLC has made 14 purchases of IUSB, at an average price of $51.12, for a total of 741,776.00 shares. In addition, there have been 3 sales at an average price of $47.02 for 11,611.00 shares. Based on historical transaction data and IUSB's current price of $45.80, JACOBSON & SCHMITT ADVISORS, LLC's estimated gain on his IUSB holdings is $-3.93 Mil, reflecting a -10.37% gain to date.
JACOBSON & SCHMITT ADVISORS, LLC IUSB ($45.80) Holding Chart
JACOBSON & SCHMITT ADVISORS, LLC IUSB ($45.80) 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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