AE Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $22.5M | Buy |
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|
2025
Q2 | $20.9M | Sell |
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|
2025
Q1 | $23.3M | Sell |
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|
2024
Q4 | $25.2M | Sell |
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|
2024
Q3 | $30.1M | Buy |
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|
2024
Q2 | $21.9M | Sell |
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|
2024
Q1 | $23M | Sell |
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|
2023
Q4 | $41.4M | Buy |
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|
2023
Q3 | $29.8M | Sell |
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|
2023
Q2 | $35.3M | Buy |
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|
2023
Q1 | $35.4M | Buy |
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|
2022
Q4 | $29.8M | Sell |
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|
2022
Q3 | $32.5M | Buy |
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|
2022
Q2 | $33.2M | Sell |
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|
2022
Q1 | $44.2M | Buy |
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|
2021
Q4 | $36.6M | Sell |
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|
2021
Q3 | $37.9M | Buy |
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|
2021
Q2 | $25M | Buy |
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|
2021
Q1 | $15.9M | Buy |
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|
2020
Q4 | $963K | Sell |
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|
2020
Q3 | $982K | Sell |
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|
2020
Q2 | $1.31M | Sell |
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|
2020
Q1 | $5.98M | Buy |
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|
2019
Q4 | $512K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $775K | Buy |
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|
2019
Q1 | $507K | Buy |
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