SWP FINANCIAL LLC IUSB Holdings History
SWP FINANCIAL LLC's iShares Core Total USD Bond Market ETF Holding Summary
As of 2025-03-31, SWP FINANCIAL LLC held 308,184.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $14.20 Mil. This investment constitutes 8.68% of their stock portfolio, and SWP FINANCIAL LLC now holds 0.04% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.
The initial trade took place in 2024Q2. And since then SWP FINANCIAL LLC has made 2 purchases of IUSB, at an average price of $45.29, for a total of 348,321.00 shares. In addition, there have been 2 sales at an average price of $46.30 for 40,137.00 shares. Based on historical transaction data and IUSB's current price of $45.72, SWP FINANCIAL LLC's estimated gain on his IUSB holdings is $174,489.58, reflecting a 1.11% gain to date.
SWP FINANCIAL LLC IUSB ($45.72) Holding Chart
SWP FINANCIAL LLC IUSB ($45.72) 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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