Number of Shares
255,435.00
Current Holdings Value*
$11.77 Mil
% of Portfolio
4.54%
Total Estimate Gain
$171,809.83
% of Total Estimate Gain
1.22%

My Legacy Advisors, LLC's iShares Core Total USD Bond Market ETF Holding Summary

As of 2025-03-31, My Legacy Advisors, LLC held 255,435.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $11.77 Mil. This investment constitutes 4.54% of their stock portfolio, and My Legacy Advisors, LLC now holds 0.04% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.

The initial trade took place in 2022Q1. And since then My Legacy Advisors, LLC has made 10 purchases of IUSB, at an average price of $45.40, for a total of 309,004.00 shares. In addition, there have been 2 sales at an average price of $46.25 for 53,569.00 shares. Based on historical transaction data and IUSB's current price of $45.90, My Legacy Advisors, LLC's estimated gain on his IUSB holdings is $171,809.83, reflecting a 1.22% gain to date.

My Legacy Advisors, LLC IUSB ($45.90) Holding Chart

My Legacy Advisors, LLC IUSB ($45.90) 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 %

Top Ranked Articles

  • 1