Keystone Financial Group (Kentucky)’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 | $288K | Hold |
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|
2025
Q2 | $288K | Sell |
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|
2025
Q1 | $336K | Sell |
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|
2024
Q4 | $545K | Buy |
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|
2024
Q3 | $362K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $369K | Sell |
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|
2023
Q4 | $373K | Sell |
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|
2023
Q3 | $373K | Sell |
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|
2023
Q2 | $476K | Buy |
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|
2022
Q4 | $678K | Sell |
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|
2022
Q3 | $707K | Sell |
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|
2022
Q2 | $797K | Sell |
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|
2022
Q1 | $869K | Sell |
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|
2021
Q4 | $953K | Buy |
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|
2021
Q3 | $857K | Buy |
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|
2021
Q2 | $789K | Buy |
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|
2021
Q1 | $675K | Sell |
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|
2020
Q4 | $722K | Buy |
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|
2020
Q3 | $718K | Buy |
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|
2020
Q2 | $689K | Buy |
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|
2020
Q1 | $639K | Buy |
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|
2019
Q4 | $559K | Buy |
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|
2019
Q3 | $545K | Sell |
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|
2019
Q2 | $541K | Sell |
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|
2019
Q1 | $555K | Buy |
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|
2018
Q4 | $539K | Sell |
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|
2018
Q3 | $552K | Sell |
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|
2018
Q2 | $582K | Buy |
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|
2018
Q1 | $586K | Buy |
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