Clearview Wealth 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 Q4	$2.13M	Sell	45,770 -11,054	-19%	-$517K	1.35%	17
2025 Q3	$2.65M	Buy	56,824 +1,214	+2%	+$56.1K	1.7%	15
2025 Q2	$2.57M	Sell	55,610 -11,467	-17%	-$523K	1.79%	14
2025 Q1	$3.09M	Sell	67,077 -20,767	-24%	-$946K	2.31%	9
2024 Q4	$3.97M	Buy	87,844 +10,265	+13%	+$471K	3.02%	7
2024 Q3	$3.66M	Buy	77,579 +6,929	+10%	+$322K	2.82%	8
2024 Q2	$3.19M	Sell	70,650 -46,993	-40%	-$2.11M	2.79%	8
2024 Q1	$5.36M	Buy	117,643 +88,711	+307%	+$4.04M	5.47%	2
2023 Q4	$1.33M	Buy	28,932 +731	+3%	+$32.3K	1.55%	15
2023 Q3	$1.23M	Sell	28,201 -595	-2%	-$26.6K	1.53%	12
2023 Q2	$1.31M	Sell	28,796 -1,660	-5%	-$76K	1.33%	15
2023 Q1	$1.41M	Sell	30,456 -59,114	-66%	-$2.71M	1.42%	12
2022 Q4	$4.02M	Sell	89,570 -3,186	-3%	-$143K	3.11%	5
2022 Q3	$4.13M	Sell	92,756 -2,378	-2%	-$111K	3.27%	6
2022 Q2	$4.45M	Sell	95,134 -15,400	-14%	-$732K	3.34%	7
2022 Q1	$5.49M	Buy	110,534 +22,704	+26%	+$1.16M	3.6%	6
2021 Q4	$4.65M	Buy	87,830 +30,312	+53%	+$1.61M	2.83%	8
2021 Q3	$3.06M	Buy	57,518 +2,537	+5%	+$136K	1.94%	10
2021 Q2	$2.94M	Buy	+54,981	New	+$2.92M	1.82%	9