Life Planning Partners, Inc IUSB Holdings History
Life Planning Partners, Inc's iShares Core Total USD Bond Market ETF Holding Summary
As of 2025-03-31, Life Planning Partners, Inc held 92,832.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $4.28 Mil. This investment constitutes 3.87% of their stock portfolio, and Life Planning Partners, Inc now holds 0.01% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.
The initial trade took place in 2021Q4. And since then Life Planning Partners, Inc has made 2 purchases of IUSB, at an average price of $52.66, for a total of 116,851.00 shares. In addition, there have been 7 sales at an average price of $45.12 for 24,019.00 shares. Based on historical transaction data and IUSB's current price of $45.73, Life Planning Partners, Inc's estimated gain on his IUSB holdings is $-823,988.67, reflecting a -13.39% gain to date.
Life Planning Partners, Inc IUSB ($45.73) Holding Chart
Life Planning Partners, Inc IUSB ($45.73) 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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