CAPTRUST Financial Advisors’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 | $2.81M | Buy |
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2025
Q2 | $2.72M | Buy |
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2025
Q1 | $2.52M | Buy |
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|
2024
Q4 | $2.33M | Sell |
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|
2024
Q3 | $5.07M | Buy |
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|
2024
Q2 | $2.44M | Sell |
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|
2024
Q1 | $3.74M | Sell |
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|
2023
Q4 | $4.85M | Buy |
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|
2023
Q3 | $2.65M | Sell |
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|
2023
Q2 | $3.17M | Sell |
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|
2023
Q1 | $4.97M | Sell |
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|
2022
Q4 | $11.8M | Sell |
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|
2022
Q3 | $13M | Sell |
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|
2022
Q2 | $14.5M | Buy |
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|
2022
Q1 | $6.84M | Sell |
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|
2021
Q4 | $15.1M | Buy |
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|
2021
Q3 | $9.6M | Sell |
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|
2021
Q2 | $9.82M | Buy |
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|
2021
Q1 | $4.98M | Sell |
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|
2020
Q4 | $5.19M | Buy |
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|
2020
Q3 | $4.23M | Buy |
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|
2020
Q2 | $3.64M | Sell |
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|
2020
Q1 | $3.77M | Sell |
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|
2019
Q4 | $4.26M | Buy |
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