McAdam LLC’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	–	Sell	-5,594	Closed	-$259K	–	402
2025 Q2	$259K	Sell	5,594 -554	-9%	-$25.3K	0.01%	320
2025 Q1	$283K	Sell	6,148 -4,206	-41%	-$192K	0.02%	269
2024 Q4	$468K	Buy	10,354 +230	+2%	+$10.6K	0.03%	212
2024 Q3	$477K	Sell	10,124 -1,673	-14%	-$77.6K	0.03%	202
2024 Q2	$533K	Buy	11,797 +227	+2%	+$10.2K	0.03%	172
2024 Q1	$527K	Buy	11,570 +1,595	+16%	+$72.6K	0.03%	166
2023 Q4	$460K	Buy	9,975 +894	+10%	+$39.5K	0.03%	169
2023 Q3	$397K	Sell	9,081 -3	-0%	-$134	0.03%	176
2023 Q2	$413K	Buy	9,084 +4,075	+81%	+$186K	0.03%	173
2023 Q1	$231K	Buy	+5,009	New	+$229K	0.02%	227