SOFI WEALTH, LLC IUSB Holdings History
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 $45.85, SOFI WEALTH, LLC's estimated gain on his IUSB holdings is $339,378.45, reflecting a 0.60% gain to date.
SOFI WEALTH, LLC IUSB ($45.85) Holding Chart
SOFI WEALTH, LLC IUSB ($45.85) 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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