Trek Financial, LLC IUSB Holdings History
Trek Financial, LLC's iShares Core Total USD Bond Market ETF Holding Summary
As of 2025-03-31, Trek Financial, LLC held 674,163.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $31.07 Mil. This investment constitutes 2.25% of their stock portfolio, and Trek Financial, LLC now holds 0.09% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.
The initial trade took place in 2021Q1. And since then Trek Financial, LLC has made 12 purchases of IUSB, at an average price of $46.59, for a total of 867,696.00 shares. In addition, there have been 5 sales at an average price of $44.93 for 193,533.00 shares. Based on historical transaction data and IUSB's current price of $45.85, Trek Financial, LLC's estimated gain on his IUSB holdings is $-821,807.31, reflecting a -2.03% gain to date.
Trek Financial, LLC IUSB ($45.85) Holding Chart
Trek Financial, LLC IUSB ($45.85) 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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