Hefty Wealth Partners’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
2018
Q1
$5.44M Buy
2017
Q4
$2.86M Buy
2017
Q3
$2.77M Buy
2017
Q2
$2.74M Buy
2017
Q1
$2.63M Sell
2016
Q4
$2.7M Sell
2016
Q3
$3.28M Buy
2016
Q2
$3.09M Buy
2016
Q1
$2.78M Sell
2015
Q4
$3.27M Buy