WEALTH ALLIANCE, LLC IUSB Holdings History
WEALTH ALLIANCE, LLC's iShares Core Total USD Bond Market ETF Holding Summary
As of 2025-03-31, WEALTH ALLIANCE, LLC held 508,587.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $23.44 Mil. This investment constitutes 2.84% of their stock portfolio, and WEALTH ALLIANCE, LLC now holds 0.07% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.
The initial trade took place in 2021Q1. And since then WEALTH ALLIANCE, LLC has made 16 purchases of IUSB, at an average price of $47.28, for a total of 558,501.00 shares. In addition, there have been 1 sales at an average price of $45.88 for 49,914.00 shares. Based on historical transaction data and IUSB's current price of $45.90, WEALTH ALLIANCE, LLC's estimated gain on his IUSB holdings is $-772,865.89, reflecting a -2.93% gain to date.
WEALTH ALLIANCE, LLC IUSB ($45.90) Holding Chart
WEALTH ALLIANCE, LLC 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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