Caldwell Trust’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History

Caldwell Trust’s Portfolio IUSB Stock Details IUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$8.51K	Hold	184
2025 Q1	$8.48K	Hold	184
2024 Q4	$8.32K	Buy	+184