Spectrum Planning & Advisory Services Inc. IUSB Holdings History
Spectrum Planning & Advisory Services Inc.'s iShares Core Total USD Bond Market ETF Holding Summary
As of 2025-03-31, Spectrum Planning & Advisory Services Inc. held 59,195.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $2.73 Mil. This investment constitutes 2.27% of their stock portfolio, and Spectrum Planning & Advisory Services Inc. now holds 0.01% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.
The initial trade took place in 2021Q2. And since then Spectrum Planning & Advisory Services Inc. has made 8 purchases of IUSB, at an average price of $47.63, for a total of 239,794.00 shares. In addition, there have been 7 sales at an average price of $45.68 for 180,599.00 shares. Based on historical transaction data and IUSB's current price of $45.90, Spectrum Planning & Advisory Services Inc.'s estimated gain on his IUSB holdings is $-456,053.85, reflecting a -3.99% gain to date.
Spectrum Planning & Advisory Services Inc. IUSB ($45.90) Holding Chart
Spectrum Planning & Advisory Services Inc. 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
