Caliber Wealth Management, LLC / Ks Ishares Core Total Usd Bond Ma Transaction History
Caliber Wealth Management, LLC / Ks
- $897 Billion
- Q3 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 21,195 shares of IUSB stock, worth $987,475. This represents 0.11% of its overall portfolio holdings.
Number of Shares
21,195
Previous 22,258
4.78%
Holding current value
$987,475
Previous $1.03 Billion
3.79%
% of portfolio
0.11%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding IUSB
# of Institutions
845Shares Held
687MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc123MShares$5.74 Billion1.78% of portfolio
-
Jones Financial Companies Lllp71.4MShares$3.32 Billion2.29% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.79 Billion0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA46.6MShares$2.17 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.5MShares$2.08 Billion0.65% of portfolio