Holistic Planning, LLC Ishares Core Total Usd Bond Ma Transaction History

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025

A detailed history of Holistic Planning, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Holistic Planning, LLC holds 5,633 shares of IUSB stock, worth $262,779. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,633
Previous 5,190 8.54%
Holding current value
$262,779
Previous $239 Million 8.88%
% of portfolio
0.07%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$45.12 - $46.23 $19,988 - $20,479
443 Added 8.54%
5,633 $260 Million
Q1 2025

Apr 23, 2025
SELL
$44.72 - $46.25 $13,818 - $14,291
-309 Reduced 5.62%
5,190 $239 Million
Q4 2024

Jan 24, 2025
BUY
$45.07 - $47.1 $247,839 - $259,002
5,499 New
5,499 $249 Million

Others Institutions Holding IUSB

# of Institutions
819
Shares Held
699M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CORE TOTAL USD BOND MA

IUSB Quotes by TradingView
  • Ticker IUSB
  • Sector ETFs
  • Industry ETFs
More about IUSB
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