Legacy Financial Group LLC IUSB Holdings History
Legacy Financial Group LLC's iShares Core Total USD Bond Market ETF Holding Summary
As of 2025-06-30, Legacy Financial Group LLC held 574,665.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $26.57 Mil. This investment constitutes 3.71% of their stock portfolio, and Legacy Financial Group LLC now holds 0.08% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.
The initial trade took place in 2022Q4. And since then Legacy Financial Group LLC has made 9 purchases of IUSB, at an average price of $45.52, for a total of 869,605.00 shares. In addition, there have been 3 sales at an average price of $44.49 for 294,940.00 shares. Based on historical transaction data and IUSB's current price of $45.79, Legacy Financial Group LLC's estimated gain on his IUSB holdings is $-151,365.82, reflecting a -0.38% gain to date.
Legacy Financial Group LLC IUSB ($45.79) Holding Chart
Legacy Financial Group LLC IUSB ($45.79) 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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