Heritage Wealth Management (Arizona)’s iShares Trust iShares Core Universal USD Bond ETF IUSB Stock Holding History

Heritage Wealth Management (Arizona)’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
2024 Q2	$474K	Buy
2024 Q1	$433K	Sell
2023 Q4	$474K	Buy
2022 Q4	$400K	Buy
2022 Q3	$190K	Buy
2022 Q2	$180K	Buy
2022 Q1	$164K	Buy
2021 Q3	$138K	Buy
2021 Q2	$40K	Buy