Heritage Family Offices’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Heritage Family Offices’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
2025 Q3	$1.04M	Sell
2025 Q2	$1.04M	Hold
2025 Q1	$1.04M	Buy
2024 Q4	$899K	Buy
2024 Q3	$663K	Buy
2024 Q2	$474K	Buy