SWMG, LLC's iShares Core Total USD Bond Market ETF Holding Summary
As of 2025-03-31, SWMG, LLC held 296,657.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $13.62 Mil. This investment constitutes 5.4% of their stock portfolio, and SWMG, LLC now holds 0.04% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.
The initial trade took place in 2020Q4. And since then SWMG, LLC has made 8 purchases of IUSB, at an average price of $48.21, for a total of 366,518.00 shares. In addition, there have been 7 sales at an average price of $47.73 for 69,861.00 shares. Based on historical transaction data and IUSB's current price of $45.60, SWMG, LLC's estimated gain on his IUSB holdings is $-807,354.40, reflecting a -4.57% gain to date.
SWMG, LLC IUSB ($45.60) Holding Chart
SWMG, LLC IUSB ($45.60) 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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