Baron Silver Stevens Financial Advisors’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 | $766K | Sell |
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|
2025
Q2 | $823K | Buy |
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|
2025
Q1 | $335K | Hold |
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|
2024
Q4 | $329K | Sell |
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|
2024
Q3 | $357K | Hold |
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|
2024
Q2 | $342K | Sell |
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|
2024
Q1 | $804K | Buy |
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|
2023
Q4 | $336K | Buy |
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|
2023
Q3 | $209K | Hold |
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|
2023
Q2 | $217K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $215K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $618K | Buy |
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|
2022
Q1 | $485K | Sell |
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|
2021
Q4 | $975K | Buy |
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|
2021
Q3 | $958K | Sell |
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|
2021
Q2 | $1.1M | Buy |
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|
2021
Q1 | $280K | Buy |
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|
2020
Q4 | $204K | Buy |
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