Cape Investment 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 | $1.16M | Buy |
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|
2025
Q2 | $974K | Buy |
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|
2025
Q1 | $903K | Buy |
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|
2024
Q4 | $686K | Sell |
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|
2024
Q3 | $839K | Buy |
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|
2024
Q2 | $508K | Buy |
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|
2024
Q1 | $485K | Sell |
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|
2023
Q4 | $567K | Sell |
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|
2023
Q3 | $679K | Buy |
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|
2023
Q2 | $644K | Buy |
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|
2023
Q1 | $621K | Buy |
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