Mason & Associates, LLC IUSB Holdings History
Mason & Associates, LLC's iShares Core Total USD Bond Market ETF Holding Summary
As of 2025-03-31, Mason & Associates, LLC held 2.69 Mil shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $124.11 Mil. This investment constitutes 35.75% of their stock portfolio, and Mason & Associates, LLC now holds 0.38% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.
The initial trade took place in 2024Q2. And since then Mason & Associates, LLC has made 4 purchases of IUSB, at an average price of $45.08, for a total of 2.69 Mil shares. Based on historical transaction data and IUSB's current price of $45.77, Mason & Associates, LLC's estimated gain on his IUSB holdings is $1.86 Mil, reflecting a 1.53% gain to date.
Mason & Associates, LLC IUSB ($45.77) Holding Chart
Mason & Associates, LLC IUSB ($45.77) 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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