Life Planning Partners’s iShares Trust 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 | $3.87M | Sell |
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2025
Q2 | $4M | Sell |
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2025
Q1 | $4.28M | Sell |
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|
2024
Q4 | $4.38M | Sell |
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|
2024
Q3 | $4.64M | Buy |
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|
2024
Q2 | $4.34M | Sell |
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2024
Q1 | $4.63M | Sell |
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|
2023
Q4 | $4.81M | Buy |
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|
2022
Q3 | $4.99M | Sell |
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|
2022
Q2 | $5.33M | Sell |
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|
2022
Q1 | $5.68M | Buy |
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|
2021
Q4 | $5.99M | Buy |
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