Cyndeo Wealth Partners’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
2024
Q2
Sell
2024
Q1
$3.61M Buy
2023
Q4
$309K Sell
2023
Q3
$1.71M Buy
2023
Q2
$1.6M Buy
2023
Q1
$1.52M Buy
2022
Q4
$1.48M Buy