Number of Shares
1.30 Mil
Current Holdings Value*
$60.23 Mil
% of Portfolio
8.08%
Total Estimate Gain
$-4.92 Mil
% of Total Estimate Gain
-5.77%

Sharkey, Howes & Javer's iShares Core Total USD Bond Market ETF Holding Summary

As of 2025-06-30, Sharkey, Howes & Javer held 1.30 Mil shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $60.23 Mil. This investment constitutes 8.08% of their stock portfolio, and Sharkey, Howes & Javer now holds 0.18% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.

The initial trade took place in 2021Q1. And since then Sharkey, Howes & Javer has made 14 purchases of IUSB, at an average price of $48.36, for a total of 1.76 Mil shares. In addition, there have been 4 sales at an average price of $45.51 for 458,276.00 shares. Based on historical transaction data and IUSB's current price of $45.58, Sharkey, Howes & Javer's estimated gain on his IUSB holdings is $-4.92 Mil, reflecting a -5.77% gain to date.

Sharkey, Howes & Javer IUSB ($45.58) Holding Chart

Sharkey, Howes & Javer IUSB ($45.58) 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 %

Top Ranked Articles

  • 1