Number of Shares
202,022.00
Current Holdings Value*
$9.31 Mil
% of Portfolio
3.63%
Total Estimate Gain
$-1.37 Mil
% of Total Estimate Gain
-2.64%

RETIREMENT CAPITAL STRATEGIES's iShares Core Total USD Bond Market ETF Holding Summary

As of 2025-03-31, RETIREMENT CAPITAL STRATEGIES held 202,022.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $9.31 Mil. This investment constitutes 3.63% of their stock portfolio, and RETIREMENT CAPITAL STRATEGIES now holds 0.03% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.

The initial trade took place in 2021Q4. And since then RETIREMENT CAPITAL STRATEGIES has made 5 purchases of IUSB, at an average price of $47.07, for a total of 1.10 Mil shares. In addition, there have been 5 sales at an average price of $45.84 for 898,377.00 shares. Based on historical transaction data and IUSB's current price of $45.77, RETIREMENT CAPITAL STRATEGIES's estimated gain on his IUSB holdings is $-1.37 Mil, reflecting a -2.64% gain to date.

RETIREMENT CAPITAL STRATEGIES IUSB ($45.77) Holding Chart

RETIREMENT CAPITAL STRATEGIES 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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