Number of Shares
209,839.00
Current Holdings Value*
$5.45 Mil
% of Portfolio
5.43%
Total Estimate Gain
$-208,012.69
% of Total Estimate Gain
-3.80%

Wealthsimple US, Ltd.'s iShares ESG 1-5 Year USD Corporate Bond ETF Holding Summary

As of 2021-03-31, Wealthsimple US, Ltd. held 209,839.00 shares of iShares ESG 1-5 Year USD Corporate Bond ETF(SUSB), totaling $5.45 Mil. This investment constitutes 5.43% of their stock portfolio, and Wealthsimple US, Ltd. now holds 0.53% of the outstanding iShares ESG 1-5 Year USD Corporate Bond ETF(SUSB) stock.

The initial trade took place in 2020Q3. And since then Wealthsimple US, Ltd. has made 3 purchases of SUSB, at an average price of $26.10, for a total of 209,839.00 shares. Based on historical transaction data and SUSB's current price of $25.11, Wealthsimple US, Ltd.'s estimated gain on his SUSB holdings is $-208,012.69, reflecting a -3.80% gain to date.

Wealthsimple US, Ltd. SUSB ($25.11) Holding Chart

Wealthsimple US, Ltd. SUSB ($25.11) 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 %

Top Ranked Articles

  • 1