Number of Shares
683,397.00
Current Holdings Value*
$31.49 Mil
% of Portfolio
2.06%
Total Estimate Gain
$-275,176.27
% of Total Estimate Gain
-0.80%

UNIVEST FINANCIAL Corp's iShares Core Total USD Bond Market ETF Holding Summary

As of 2025-03-31, UNIVEST FINANCIAL Corp held 683,397.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $31.49 Mil. This investment constitutes 2.06% of their stock portfolio, and UNIVEST FINANCIAL Corp now holds 0.09% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.

The initial trade took place in 2024Q3. And since then UNIVEST FINANCIAL Corp has made 2 purchases of IUSB, at an average price of $46.24, for a total of 746,932.00 shares. In addition, there have been 1 sales at an average price of $45.57 for 63,535.00 shares. Based on historical transaction data and IUSB's current price of $45.90, UNIVEST FINANCIAL Corp's estimated gain on his IUSB holdings is $-275,176.27, reflecting a -0.80% gain to date.

UNIVEST FINANCIAL Corp IUSB ($45.90) Holding Chart

UNIVEST FINANCIAL Corp 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 %

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