Cahill Financial Advisors’s iShares Trust 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
Q2 | $1.05M | Buy |
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|
2025
Q1 | $995K | Buy |
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|
2024
Q4 | $950K | Buy |
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|
2024
Q3 | $989K | Buy |
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|
2024
Q2 | $928K | Buy |
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|
2024
Q1 | $837K | Buy |
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|
2023
Q4 | $785K | Buy |
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|
2023
Q3 | $292K | Hold |
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|
2023
Q2 | $304K | Hold |
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|
2023
Q1 | $308K | Buy |
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|
2022
Q4 | $278K | Sell |
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|
2022
Q3 | $1M | Buy |
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|
2022
Q2 | $1.05M | Hold |
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|
2022
Q1 | $1.11M | Hold |
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|
2021
Q4 | $1.18M | Hold |
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|
2021
Q3 | $1.19M | Buy |
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