Cary Street Partners Investment Advisory’s iShares Trust iShares Core Universal USD Bond ETF IUSB Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio IUSB Stock Details IUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.37M	Sell
2025 Q1	$1.54M	Buy
2024 Q4	$1.33M	Buy
2023 Q4	–	Sell
2023 Q3	$43.7K	Hold
2023 Q2	$45.4K	Buy
2020 Q4	–	Sell
2020 Q3	$62K	Buy