Evolution 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
Q3 | – | Sell |
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|
2025
Q2 | $2.76M | Hold |
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2025
Q1 | $2.75M | Sell |
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2024
Q4 | $2.7M | Sell |
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2024
Q3 | $3.08M | Buy |
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|
2024
Q2 | $2.7M | Hold |
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2024
Q1 | $2.72M | Hold |
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|
2023
Q4 | $2.75M | Hold |
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2023
Q3 | $2.61M | Hold |
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2023
Q2 | $2.71M | Hold |
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|
2023
Q1 | $2.75M | Hold |
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|
2022
Q4 | $2.68M | Hold |
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2022
Q3 | $2.65M | Buy |
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