Kondo Wealth Advisors, Inc. SUSB Holdings History
Kondo Wealth Advisors, Inc.'s iShares ESG 1-5 Year USD Corporate Bond ETF Holding Summary
As of 2025-03-31, Kondo Wealth Advisors, Inc. held 133,310.00 shares of iShares ESG 1-5 Year USD Corporate Bond ETF(SUSB), totaling $3.33 Mil. This investment constitutes 1.64% of their stock portfolio, and Kondo Wealth Advisors, Inc. now holds 0.34% of the outstanding iShares ESG 1-5 Year USD Corporate Bond ETF(SUSB) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $24.82 for 17,299.00 shares. Based on historical transaction data and SUSB's current price of $25.13, Kondo Wealth Advisors, Inc.'s estimated gain on his SUSB holdings is $38,313.92, reflecting a 1.02% gain to date.
Kondo Wealth Advisors, Inc. SUSB ($25.13) Holding Chart
Kondo Wealth Advisors, Inc. SUSB ($25.13) 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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