Client 1st Advisory Group’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 | $8.28M | Buy |
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|
2025
Q2 | $7.97M | Buy |
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|
2025
Q1 | $7.69M | Sell |
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|
2024
Q4 | $7.84M | Buy |
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|
2024
Q3 | $6.75M | Buy |
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|
2024
Q2 | $5.88M | Buy |
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|
2024
Q1 | $5.59M | Buy |
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|
2023
Q4 | $5.21M | Sell |
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|
2023
Q3 | $6.56M | Sell |
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|
2023
Q2 | $8.03M | Sell |
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|
2023
Q1 | $8.7M | Buy |
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|
2022
Q4 | $7.49M | Sell |
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|
2022
Q3 | $7.42M | Sell |
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|
2022
Q2 | $7.88M | Sell |
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|
2022
Q1 | $8.48M | Buy |
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|
2021
Q4 | $7.69M | Buy |
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|
2021
Q3 | $6.37M | Buy |
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|
2021
Q2 | $4.44M | Buy |
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