Gradient Capital 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
Q1 | – | Sell |
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|
2023
Q4 | $399K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $297K | Sell |
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|
2023
Q1 | $344K | Sell |
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|
2022
Q4 | $418K | Sell |
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|
2022
Q3 | $799K | Buy |
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|
2022
Q2 | $616K | Sell |
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|
2022
Q1 | $677K | Hold |
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|
2021
Q4 | $722K | Hold |
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|
2021
Q3 | $726K | Hold |
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|
2021
Q2 | $729K | Hold |
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|
2021
Q1 | $719K | Hold |
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|
2020
Q4 | $744K | Hold |
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|
2020
Q3 | $741K | Sell |
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|
2020
Q2 | $759K | Sell |
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|
2020
Q1 | $738K | Buy |
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|
2019
Q4 | $691K | Hold |
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|
2019
Q3 | $695K | Hold |
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|
2019
Q2 | $685K | Hold |
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|
2019
Q1 | $671K | Hold |
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|
2018
Q4 | $653K | Buy |
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|
2018
Q3 | $610K | Buy |
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