Beverly Hills Private Wealth’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 | $232K | Sell |
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2025
Q2 | $374K | Sell |
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2025
Q1 | $394K | Sell |
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|
2024
Q4 | $453K | Sell |
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|
2024
Q3 | $751K | Sell |
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|
2024
Q2 | $772K | Sell |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $876K | Sell |
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|
2023
Q3 | $992K | Sell |
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|
2023
Q2 | $2.17M | Buy |
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|
2023
Q1 | $1.27M | Buy |
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|
2022
Q4 | $416K | Buy |
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