One Wealth Advisors, LLC IUSB Holdings History
One Wealth Advisors, LLC's iShares Core Total USD Bond Market ETF Holding Summary
As of 2025-06-30, One Wealth Advisors, LLC held 382,480.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $17.68 Mil. This investment constitutes 2.46% of their stock portfolio, and One Wealth Advisors, LLC now holds 0.05% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.
The initial trade took place in 2021Q2. And since then One Wealth Advisors, LLC has made 12 purchases of IUSB, at an average price of $46.90, for a total of 1.10 Mil shares. In addition, there have been 5 sales at an average price of $45.21 for 716,680.00 shares. Based on historical transaction data and IUSB's current price of $45.68, One Wealth Advisors, LLC's estimated gain on his IUSB holdings is $-1.68 Mil, reflecting a -3.25% gain to date.
One Wealth Advisors, LLC IUSB ($45.68) Holding Chart
One Wealth Advisors, LLC IUSB ($45.68) 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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