BOK Financial 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 | $200K | Sell |
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2025
Q2 | $209K | Buy |
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2025
Q1 | $207K | Sell |
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|
2024
Q4 | $388K | Sell |
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|
2024
Q3 | $563K | Sell |
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|
2024
Q2 | $612K | Sell |
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|
2024
Q1 | $624K | Sell |
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|
2023
Q4 | $664K | Sell |
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|
2023
Q3 | $805K | Sell |
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|
2023
Q2 | $921K | Sell |
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|
2023
Q1 | $987K | Sell |
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|
2022
Q4 | $1.16M | Buy |
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|
2022
Q3 | $521K | Buy |
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|
2022
Q2 | $370K | Buy |
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|
2022
Q1 | $372K | Sell |
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|
2021
Q4 | $920K | Sell |
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|
2021
Q3 | $975K | Sell |
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|
2021
Q2 | $1.03M | Sell |
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|
2021
Q1 | $1.53M | Buy |
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|
2020
Q4 | $776K | Buy |
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