LFA - Lugano Financial Advisors SA SUSB Holdings History
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 $25.08, LFA - Lugano Financial Advisors SA's estimated gain on his SUSB holdings is $269,656.23, reflecting a 4.51% gain to date.
LFA - Lugano Financial Advisors SA SUSB ($25.08) Holding Chart
LFA - Lugano Financial Advisors SA SUSB ($25.08) 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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