Number of Shares
72,804.00
Current Holdings Value*
$3.35 Mil
% of Portfolio
2.44%
Total Estimate Gain
$128,644.27
% of Total Estimate Gain
3.74%

Sheridan Capital Management, LLC's iShares Core Total USD Bond Market ETF Holding Summary

As of 2025-03-31, Sheridan Capital Management, LLC held 72,804.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $3.35 Mil. This investment constitutes 2.44% of their stock portfolio, and Sheridan Capital Management, LLC now holds 0.01% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.

The initial trade took place in 2023Q4. And since then Sheridan Capital Management, LLC has made 1 purchases of IUSB, at an average price of $44.23, for a total of 77,760.00 shares. In addition, there have been 3 sales at an average price of $45.72 for 4,956.00 shares. Based on historical transaction data and IUSB's current price of $45.90, Sheridan Capital Management, LLC's estimated gain on his IUSB holdings is $128,644.27, reflecting a 3.74% gain to date.

Sheridan Capital Management, LLC IUSB ($45.90) Holding Chart

Sheridan Capital Management, 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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