Number of Shares
556,534.00
Current Holdings Value*
$25.65 Mil
% of Portfolio
9.77%
Total Estimate Gain
$-1.98 Mil
% of Total Estimate Gain
-5.37%

Keystone Financial Services's iShares Core Total USD Bond Market ETF Holding Summary

As of 2025-03-31, Keystone Financial Services held 556,534.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $25.65 Mil. This investment constitutes 9.77% of their stock portfolio, and Keystone Financial Services now holds 0.08% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.

The initial trade took place in 2021Q4. And since then Keystone Financial Services has made 10 purchases of IUSB, at an average price of $48.26, for a total of 761,704.00 shares. In addition, there have been 3 sales at an average price of $45.03 for 205,170.00 shares. Based on historical transaction data and IUSB's current price of $45.90, Keystone Financial Services's estimated gain on his IUSB holdings is $-1.98 Mil, reflecting a -5.37% gain to date.

Keystone Financial Services IUSB ($45.90) Holding Chart

Keystone Financial Services 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