Golden State Wealth Management’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 | $637K | Buy |
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2025
Q2 | $549K | Sell |
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2025
Q1 | $570K | Sell |
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2024
Q4 | $619K | Buy |
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|
2022
Q1 | $935K | Sell |
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|
2021
Q4 | $1.09M | Buy |
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|
2021
Q3 | $681K | Buy |
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|
2021
Q2 | $627K | Buy |
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|
2021
Q1 | $371K | Buy |
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|
2020
Q4 | $207K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $246K | Hold |
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|
2019
Q2 | $242K | Buy |
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|
2019
Q1 | $14K | Buy |
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