U.S. Capital Wealth Advisors, LLC IUSB Holdings History
U.S. Capital Wealth Advisors, LLC's iShares Core Total USD Bond Market ETF Holding Summary
As of 2025-03-31, U.S. Capital Wealth Advisors, LLC held 382,189.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $17.61 Mil. This investment constitutes 0.54% of their stock portfolio, and U.S. Capital Wealth Advisors, LLC now holds 0.05% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.
The initial trade took place in 2021Q3. And since then U.S. Capital Wealth Advisors, LLC has made 11 purchases of IUSB, at an average price of $46.29, for a total of 422,670.00 shares. In addition, there have been 3 sales at an average price of $45.55 for 40,481.00 shares. Based on historical transaction data and IUSB's current price of $45.73, U.S. Capital Wealth Advisors, LLC's estimated gain on his IUSB holdings is $-245,465.74, reflecting a -1.25% gain to date.
U.S. Capital Wealth Advisors, LLC IUSB ($45.73) Holding Chart
U.S. Capital Wealth Advisors, LLC IUSB ($45.73) 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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