Number of Shares
382,480.00
Current Holdings Value*
$17.68 Mil
% of Portfolio
2.46%
Total Estimate Gain
$-1.63 Mil
% of Total Estimate Gain
-3.17%

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 $45.79, One Wealth Advisors, LLC's estimated gain on his IUSB holdings is $-1.63 Mil, reflecting a -3.17% gain to date.

One Wealth Advisors, LLC IUSB ($45.79) Holding Chart

One Wealth Advisors, LLC IUSB ($45.79) 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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