Number of Shares
238,952.00
Current Holdings Value*
$5.97 Mil
% of Portfolio
4.06%
Total Estimate Gain
$276,824.79
% of Total Estimate Gain
4.63%

LFA - Lugano Financial Advisors SA's iShares ESG 1-5 Year USD Corporate Bond ETF Holding Summary

As of 2025-03-31, LFA - Lugano Financial Advisors SA held 238,952.00 shares of iShares ESG 1-5 Year USD Corporate Bond ETF(SUSB), totaling $5.97 Mil. This investment constitutes 4.06% of their stock portfolio, and LFA - Lugano Financial Advisors SA now holds 0.61% of the outstanding iShares ESG 1-5 Year USD Corporate Bond ETF(SUSB) stock.

The initial trade took place in 2023Q3. And since then LFA - Lugano Financial Advisors SA has made 3 purchases of SUSB, at an average price of $23.98, for a total of 249,335.00 shares. In addition, there have been 2 sales at an average price of $24.57 for 10,383.00 shares. Based on historical transaction data and SUSB's current price of $25.11, LFA - Lugano Financial Advisors SA's estimated gain on his SUSB holdings is $276,824.79, reflecting a 4.63% gain to date.

LFA - Lugano Financial Advisors SA SUSB ($25.11) Holding Chart

LFA - Lugano Financial Advisors SA SUSB ($25.11) 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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