Vertex Planning Partners, LLC IUSB Holdings History
Vertex Planning Partners, LLC's iShares Core Total USD Bond Market ETF Holding Summary
As of 2025-03-31, Vertex Planning Partners, LLC held 165,590.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $7.63 Mil. This investment constitutes 1.67% of their stock portfolio, and Vertex Planning Partners, LLC now holds 0.02% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.
The initial trade took place in 2022Q4. And since then Vertex Planning Partners, LLC has made 8 purchases of IUSB, at an average price of $45.49, for a total of 178,399.00 shares. In addition, there have been 1 sales at an average price of $45.88 for 12,809.00 shares. Based on historical transaction data and IUSB's current price of $45.96, Vertex Planning Partners, LLC's estimated gain on his IUSB holdings is $82,150.80, reflecting a 1.01% gain to date.
Vertex Planning Partners, LLC IUSB ($45.96) Holding Chart
Vertex Planning Partners, LLC IUSB ($45.96) 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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