Beacon Financial Advisory’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 | $1.31M | Sell |
|
|||||
|
2025
Q2 | $1.55M | Sell |
|
|||||
|
2025
Q1 | $1.73M | Buy |
|
|||||
|
2024
Q4 | $1.59M | Buy |
|
|||||
|
2024
Q3 | $1.53M | Buy |
|
|||||
|
2024
Q2 | $1.24M | Buy |
|
|||||
|
2024
Q1 | $1.08M | Buy |
|
|||||
|
2023
Q4 | $654K | Sell |
|
|||||
|
2023
Q3 | $676K | Buy |
|
|||||
|
2023
Q2 | $640K | Buy |
|
|||||
|
2023
Q1 | $611K | Buy |
|
|||||
|
2022
Q4 | $579K | Buy |
|
|||||
|
2022
Q3 | $436K | Buy |
|
|||||
|
2022
Q2 | $444K | Sell |
|
|||||
|
2022
Q1 | $547K | Buy |
|
|||||
|
2021
Q4 | $551K | Buy |
|
|||||
|
2021
Q3 | $335K | Buy |
|
|||||
|
2021
Q2 | $263K | Buy |
|