FWP
IUSB icon

Firethorn Wealth Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Firethorn Wealth Partners’s Portfolio IUSB Stock Details IUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.63M Sell
56,990
-4,470
-7% -$206K 0.85% 28
2026
Q1 		$2.84M Sell
61,460
-1,066
-2% -$49.7K 1.04% 23
2025
Q4 		$2.91M Sell
62,526
-6,412
-9% -$300K 1.09% 23
2025
Q3 		$3.22M Sell
68,938
-11,855
-15% -$548K 1.27% 20
2025
Q2 		$3.74M Sell
80,793
-10,215
-11% -$466K 1.62% 15
2025
Q1 		$4.19M Sell
91,008
-4,344
-5% -$198K 2% 12
2024
Q4 		$4.31M Sell
95,352
-19,235
-17% -$883K 2.14% 12
2024
Q3 		$5.4M Buy
114,587
+16,377
+17% +$760K 2.74% 9
2024
Q2 		$4.44M Sell
98,210
-6,643
-6% -$299K 2.51% 9
2024
Q1 		$4.78M Buy
104,853
+35,924
+52% +$1.63M 2.82% 5
2023
Q4 		$3.18M Sell
68,929
-15,388
-18% -$680K 2.08% 11
2023
Q3 		$3.69M Sell
84,317
-6,658
-7% -$298K 2.83% 8
2023
Q2 		$4.14M Sell
90,975
-4,819
-5% -$221K 3.09% 10
2023
Q1 		$4.37M Buy
95,794
+11,938
+14% +$546K 3.42% 9
2022
Q4 		$3.77M Buy
83,856
+18,732
+29% +$838K 3.18% 7
2022
Q3 		$2.9M Buy
65,124
+11,649
+22% +$543K 2.69% 9
2022
Q2 		$2.57M Sell
53,475
-17,029
-24% -$809K 2.08% 10
2022
Q1 		$3.5M Buy
70,504
+7,238
+11% +$369K 2.65% 8
2021
Q4 		$3.35M Buy
+63,266
New +$3.35M 2.51% 8
2021
Q2 		$2.29M Buy
42,738
+16,194
+61% +$860K 1.91% 11
2021
Q1 		$1.4M Buy
+26,544
New +$1.42M 1.3% 16

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MAV
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ACA
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SW
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AC
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SHJ
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SWM
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Wealth Enhancement Advisory Services
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BCM
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JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return