ONE WEALTH CAPITAL MANAGEMENT, LLC IUSB Holdings History
ONE WEALTH CAPITAL MANAGEMENT, LLC's iShares Core Total USD Bond Market ETF Holding Summary
As of 2025-03-31, ONE WEALTH CAPITAL MANAGEMENT, LLC held 207,642.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $9.57 Mil. This investment constitutes 5.13% of their stock portfolio, and ONE WEALTH CAPITAL MANAGEMENT, LLC now holds 0.03% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $45.57 for 8,554.00 shares. Based on historical transaction data and IUSB's current price of $45.77, ONE WEALTH CAPITAL MANAGEMENT, LLC's estimated gain on his IUSB holdings is $-25,492.36, reflecting a -0.26% gain to date.
ONE WEALTH CAPITAL MANAGEMENT, LLC IUSB ($45.77) Holding Chart
ONE WEALTH CAPITAL MANAGEMENT, 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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