Axxcess 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 | $407K | Buy |
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|
2025
Q2 | $365K | Sell |
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2025
Q1 | $364K | Sell |
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|
2024
Q4 | $799K | Buy |
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|
2024
Q3 | $650K | Buy |
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|
2024
Q2 | $218K | Sell |
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|
2024
Q1 | $473K | Buy |
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|
2023
Q4 | $218K | Sell |
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|
2023
Q3 | $440K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $457K | Buy |
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|
2022
Q1 | $466K | Buy |
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