KWB Wealth IUSB Holdings History
KWB Wealth's iShares Core Total USD Bond Market ETF Holding Summary
As of 2025-06-30, KWB Wealth held 451,007.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $20.78 Mil. This investment constitutes 2.53% of their stock portfolio, and KWB Wealth now holds 0.06% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.
The initial trade took place in 2024Q1. And since then KWB Wealth has made 4 purchases of IUSB, at an average price of $45.67, for a total of 531,158.00 shares. In addition, there have been 2 sales at an average price of $45.55 for 80,151.00 shares. Based on historical transaction data and IUSB's current price of $45.77, KWB Wealth's estimated gain on his IUSB holdings is $36,706.16, reflecting a 0.15% gain to date.
KWB Wealth IUSB ($45.77) Holding Chart
KWB Wealth IUSB ($45.77) 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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