Number of Shares
50,625.00
Current Holdings Value*
$2.19 Mil
% of Portfolio
0.86%
Total Estimate Gain
$-418,970.43
% of Total Estimate Gain
-3.06%

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

As of 2025-03-31, RETIREMENT CAPITAL STRATEGIES held 50,625.00 shares of iShares ESG Advanced Total USD Bond Market ETF(EUSB), totaling $2.19 Mil. This investment constitutes 0.86% of their stock portfolio, and RETIREMENT CAPITAL STRATEGIES now holds 0.32% of the outstanding iShares ESG Advanced Total USD Bond Market ETF(EUSB) stock.

The initial trade took place in 2021Q4. And since then RETIREMENT CAPITAL STRATEGIES has made 5 purchases of EUSB, at an average price of $44.39, for a total of 307,986.00 shares. In addition, there have been 5 sales at an average price of $43.02 for 257,361.00 shares. Based on historical transaction data and EUSB's current price of $43.11, RETIREMENT CAPITAL STRATEGIES's estimated gain on his EUSB holdings is $-418,970.43, reflecting a -3.06% gain to date.

RETIREMENT CAPITAL STRATEGIES EUSB ($43.11) Holding Chart

RETIREMENT CAPITAL STRATEGIES EUSB ($43.11) 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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