Number of Shares
44,778.00
Current Holdings Value*
$2.06 Mil
% of Portfolio
1%
Total Estimate Gain
$-32,219.92
% of Total Estimate Gain
-0.56%

KEYVANTAGE WEALTH, LLC's iShares Core Total USD Bond Market ETF Holding Summary

As of 2025-03-31, KEYVANTAGE WEALTH, LLC held 44,778.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $2.06 Mil. This investment constitutes 1% of their stock portfolio, and KEYVANTAGE WEALTH, LLC now holds 0.01% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $45.57 for 80,824.00 shares. Based on historical transaction data and IUSB's current price of $45.72, KEYVANTAGE WEALTH, LLC's estimated gain on his IUSB holdings is $-32,219.92, reflecting a -0.56% gain to date.

KEYVANTAGE WEALTH, LLC IUSB ($45.72) Holding Chart

KEYVANTAGE WEALTH, LLC IUSB ($45.72) 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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