Wealth Group Ltd IUSB Holdings History

Number of Shares
43,048.00
Current Holdings Value*
$1.98 Mil
% of Portfolio
0.58%
Total Estimate Gain
$913,074.17
% of Total Estimate Gain
3.95%

Wealth Group Ltd's iShares Core Total USD Bond Market ETF Holding Summary

As of 2025-03-31, Wealth Group Ltd held 43,048.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $1.98 Mil. This investment constitutes 0.58% of their stock portfolio, and Wealth Group Ltd now holds 0.01% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.

The initial trade took place in 2023Q4. And since then Wealth Group Ltd has made 1 purchases of IUSB, at an average price of $44.25, for a total of 522,204.00 shares. In addition, there have been 4 sales at an average price of $46.03 for 479,156.00 shares. Based on historical transaction data and IUSB's current price of $45.73, Wealth Group Ltd's estimated gain on his IUSB holdings is $913,074.17, reflecting a 3.95% gain to date.

Wealth Group Ltd IUSB ($45.73) Holding Chart

Wealth Group Ltd 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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