Spectrum Wealth Counsel, LLC IUSB Holdings History
Spectrum Wealth Counsel, LLC's iShares Core Total USD Bond Market ETF Holding Summary
As of 2025-03-31, Spectrum Wealth Counsel, LLC held 450,995.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $20.78 Mil. This investment constitutes 2.49% of their stock portfolio, and Spectrum Wealth Counsel, LLC now holds 0.06% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.
The initial trade took place in 2023Q4. And since then Spectrum Wealth Counsel, LLC has made 2 purchases of IUSB, at an average price of $44.69, for a total of 508,851.00 shares. In addition, there have been 3 sales at an average price of $45.82 for 57,856.00 shares. Based on historical transaction data and IUSB's current price of $45.77, Spectrum Wealth Counsel, LLC's estimated gain on his IUSB holdings is $550,391.36, reflecting a 2.42% gain to date.
Spectrum Wealth Counsel, LLC IUSB ($45.77) Holding Chart
Spectrum Wealth Counsel, LLC IUSB ($45.77) 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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