SOFI WEALTH, LLC IUSB Holdings History

Number of Shares
1.24 Mil
Current Holdings Value*
$57.23 Mil
% of Portfolio
4.3%
Total Estimate Gain
$519,461.34
% of Total Estimate Gain
0.92%

SOFI WEALTH, LLC's iShares Core Total USD Bond Market ETF Holding Summary

As of 2025-03-31, SOFI WEALTH, LLC held 1.24 Mil shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $57.23 Mil. This investment constitutes 4.3% of their stock portfolio, and SOFI WEALTH, LLC now holds 0.17% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.

The initial trade took place in 2024Q4. And since then SOFI WEALTH, LLC has made 2 purchases of IUSB, at an average price of $45.58, for a total of 1.24 Mil shares. Based on historical transaction data and IUSB's current price of $46.00, SOFI WEALTH, LLC's estimated gain on his IUSB holdings is $519,461.34, reflecting a 0.92% gain to date.

SOFI WEALTH, LLC IUSB ($46.00) Holding Chart

SOFI WEALTH, LLC IUSB ($46.00) 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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