Cornerstone Planning 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 | $8.46M | Buy |
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|
2025
Q2 | $241K | Sell |
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|
2025
Q1 | $388K | Buy |
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|
2024
Q4 | $336K | Sell |
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|
2024
Q3 | $390K | Sell |
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|
2024
Q2 | $507K | Sell |
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|
2024
Q1 | $783K | Sell |
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|
2023
Q4 | $1.32M | Sell |
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|
2023
Q3 | $2.03M | Sell |
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|
2023
Q2 | $2.52M | Buy |
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|
2022
Q4 | $3.19M | Buy |
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