9258 Wealth Management’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $12.8M | Sell |
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|
2024
Q2 | $12.9M | Sell |
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|
2024
Q1 | $14.5M | Buy |
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|
2023
Q4 | $14.6M | Buy |
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|
2023
Q3 | $13M | Buy |
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|
2023
Q2 | $13.3M | Buy |
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|
2023
Q1 | $11.7M | Buy |
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|
2022
Q4 | $10.6M | Buy |
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|
2022
Q3 | $7.82M | Buy |
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|
2022
Q2 | $4.42M | Buy |
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|
2022
Q1 | $1.13M | Buy |
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|
2021
Q4 | $600K | Buy |
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|
2021
Q3 | $478K | Buy |
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|
2021
Q2 | $465K | Sell |
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|
2021
Q1 | $486K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $287K | Buy |
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