KEYVANTAGE WEALTH, LLC IUSB Holdings History
Number of Shares
44,778.00
Current Holdings Value*
$2.06 Mil
% of Portfolio
1%
Total Estimate Gain
$-37,593.28
% of Total Estimate Gain
-0.65%
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 $45.60, KEYVANTAGE WEALTH, LLC's estimated gain on his IUSB holdings is $-37,593.28, reflecting a -0.65% gain to date.
KEYVANTAGE WEALTH, LLC IUSB ($45.60) Holding Chart
KEYVANTAGE WEALTH, LLC IUSB ($45.60) 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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