Number of Shares
188,144.00
Current Holdings Value*
$8.70 Mil
% of Portfolio
2.14%
Total Estimate Gain
$116,323.74
% of Total Estimate Gain
1.36%

Triangle Securities Wealth Management's iShares Core Total USD Bond Market ETF Holding Summary

As of 2025-06-30, Triangle Securities Wealth Management held 188,144.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $8.70 Mil. This investment constitutes 2.14% of their stock portfolio, and Triangle Securities Wealth Management now holds 0.03% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.

The initial trade took place in 2022Q4. And since then Triangle Securities Wealth Management has made 9 purchases of IUSB, at an average price of $45.11, for a total of 189,843.00 shares. In addition, there have been 1 sales at an average price of $45.57 for 1,699.00 shares. Based on historical transaction data and IUSB's current price of $45.72, Triangle Securities Wealth Management's estimated gain on his IUSB holdings is $116,323.74, reflecting a 1.36% gain to date.

Triangle Securities Wealth Management IUSB ($45.72) Holding Chart

Triangle Securities Wealth Management IUSB ($45.72) 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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