Fragasso Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $202K | Sell |
|
|||||
|
2024
Q2 | $424K | Sell |
|
|||||
|
2024
Q1 | $1.02M | Sell |
|
|||||
|
2023
Q4 | $1.06M | Buy |
|
|||||
|
2023
Q3 | $990K | Buy |
|
|||||
|
2023
Q2 | $786K | Sell |
|
|||||
|
2023
Q1 | $965K | Sell |
|
|||||
|
2022
Q4 | $15.8M | Buy |
|
|||||
|
2022
Q3 | $229K | Buy |
|
|||||
|
2022
Q2 | $241K | Buy |
|
|||||
|
2022
Q1 | $219K | Sell |
|
|||||
|
2021
Q4 | $11M | Buy |
|
|||||
|
2021
Q3 | $7.29M | Buy |
|
|||||
|
2021
Q2 | $7.14M | Buy |
|
|||||
|
2021
Q1 | $6.86M | Buy |
|
|||||
|
2020
Q4 | $6.8M | Buy |
|
|||||
|
2020
Q3 | $6.21M | Buy |
|
|||||
|
2020
Q2 | $6.19M | Buy |
|
|||||
|
2020
Q1 | $5.7M | Buy |
|
|||||
|
2019
Q4 | $5.51M | Buy |
|
|||||
|
2019
Q3 | $5.37M | Buy |
|
|||||
|
2019
Q2 | $5.22M | Buy |
|
|||||
|
2019
Q1 | $4.91M | Buy |
|
|||||
|
2018
Q4 | $3.6M | Buy |
|
|||||
|
2018
Q3 | $3.42M | Buy |
|