Clear Creek Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.08M | Buy |
110,028
+29,495
| +37% | +$1.37M | 0.39% | 62 |
|
|
2025
Q4 | $3.75M | Buy |
80,533
+475
| +0.6% | +$22.2K | 0.31% | 69 |
|
|
2025
Q3 | $3.74M | Buy |
80,058
+4,246
| +6% | +$196K | 0.32% | 67 |
|
|
2025
Q2 | $3.5M | Sell |
75,812
-15,563
| -17% | -$710K | 0.33% | 63 |
|
|
2025
Q1 | $4.21M | Buy |
91,375
+13,897
| +18% | +$633K | 0.44% | 45 |
|
|
2024
Q4 | $3.5M | Buy |
77,478
+11,725
| +18% | +$538K | 0.38% | 52 |
|
|
2024
Q3 | $3.1M | Buy |
65,753
+10,414
| +19% | +$483K | 0.35% | 58 |
|
|
2024
Q2 | $2.5M | Sell |
55,339
-268
| -0.5% | -$12.1K | 0.3% | 73 |
|
|
2024
Q1 | $2.54M | Buy |
55,607
+21,816
| +65% | +$993K | 0.32% | 66 |
|
|
2023
Q4 | $1.56M | Buy |
33,791
+22,035
| +187% | +$974K | 0.25% | 78 |
|
|
2023
Q3 | $514K | Buy |
11,756
+1,618
| +16% | +$72.3K | 0.09% | 163 |
|
|
2023
Q2 | $461K | Buy |
+10,138
| New | +$464K | 0.08% | 189 |
|
|
2022
Q2 | – | Sell |
-10,883
| Closed | -$540K | – | 341 |
|
|
2022
Q1 | $540K | Sell |
10,883
-422
| -4% | -$21.5K | 0.08% | 177 |
|
|
2021
Q4 | $598K | Sell |
11,305
-51,095
| -82% | -$2.71M | 0.09% | 169 |
|
|
2021
Q3 | $3.32M | Sell |
62,400
-11,772
| -16% | -$632K | 0.53% | 52 |
|
|
2021
Q2 | $3.97M | Buy |
74,172
+38,395
| +107% | +$2.04M | 0.61% | 43 |
|
|
2021
Q1 | $1.89M | Sell |
35,777
-96,074
| -73% | -$5.15M | 3.79% | 8 |
|
|
2020
Q4 | $7.2M | Buy |
+131,851
| New | +$7.16M | 1.39% | 17 |
|
|
2020
Q3 | – | Sell |
-516,169
| Closed | -$28M | – | 170 |
|
|
2020
Q2 | $28M | Buy |
516,169
+142,407
| +38% | +$7.63M | 7.26% | 1 |
|
|
2020
Q1 | $20M | Buy |
373,762
+190,094
| +103% | +$9.98M | 7.6% | 2 |
|
|
2019
Q4 | $9.62M | Buy |
+183,668
| New | +$9.58M | 3.78% | 6 |
|
Other funds holding IUSB
