J.W. Cole 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.4M | Buy |
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|
2025
Q2 | $1.33M | Buy |
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|
2025
Q1 | $1.18M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $200K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $227K | Sell |
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|
2023
Q1 | $1.11M | Sell |
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|
2022
Q4 | $1.25M | Buy |
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|
2022
Q3 | $1.14M | Buy |
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|
2022
Q2 | $1.11M | Sell |
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|
2022
Q1 | $1.61M | Buy |
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|
2021
Q4 | $1.64M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.51M | Buy |
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|
2021
Q1 | $1.45M | Sell |
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|
2020
Q4 | $1.6M | Buy |
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|
2020
Q3 | $963K | Sell |
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|
2020
Q2 | $1.1M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.05M | Buy |
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