Shared Vision Wealth Group LLC IUSB Holdings History
Shared Vision Wealth Group LLC's iShares Core Total USD Bond Market ETF Holding Summary
As of 2025-03-31, Shared Vision Wealth Group LLC held 469,995.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $21.66 Mil. This investment constitutes 11.83% of their stock portfolio, and Shared Vision Wealth Group LLC now holds 0.07% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.
The initial trade took place in 2023Q4. And since then Shared Vision Wealth Group LLC has made 2 purchases of IUSB, at an average price of $45.02, for a total of 498,986.00 shares. In addition, there have been 3 sales at an average price of $45.42 for 28,991.00 shares. Based on historical transaction data and IUSB's current price of $45.90, Shared Vision Wealth Group LLC's estimated gain on his IUSB holdings is $423,047.68, reflecting a 1.88% gain to date.
Shared Vision Wealth Group LLC IUSB ($45.90) Holding Chart
Shared Vision Wealth Group LLC IUSB ($45.90) 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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