PLANWISER FINANCIAL, LLC ILTB Holdings History
Number of Shares
75,820.00
Current Holdings Value*
$3.68 Mil
% of Portfolio
3.33%
Total Estimate Gain
$-55,727.70
% of Total Estimate Gain
-1.49%
PLANWISER FINANCIAL, LLC's iShares Core 10+ Year USD Bond ETF Holding Summary
As of 2025-03-31, PLANWISER FINANCIAL, LLC held 75,820.00 shares of iShares Core 10+ Year USD Bond ETF(ILTB), totaling $3.68 Mil. This investment constitutes 3.33% of their stock portfolio, and PLANWISER FINANCIAL, LLC now holds 0.61% of the outstanding iShares Core 10+ Year USD Bond ETF(ILTB) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and ILTB's current price of $48.61, PLANWISER FINANCIAL, LLC's estimated gain on his ILTB holdings is $-55,727.70, reflecting a -1.49% gain to date.
PLANWISER FINANCIAL, LLC ILTB ($48.61) Holding Chart
PLANWISER FINANCIAL, LLC ILTB ($48.61) 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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